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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (17966)	3/13/1999 7:29:00 PM
From: blankmind	Read Replies (2) \| Respond to of 74651

- Have you ever used Netscape? - I have to use it at work. And it's the biggest pain in the A--. - The "Favorites" on IE; vs. the "File" system on Netscape are like Windows vs. Dos. - So fine, this will just cement MSFT's advantage. All the better I guess. - But what I said originally is true - no impact to MSFT bottom line.

To: t2 who wrote (17966)	3/13/1999 9:41:00 PM
From: RTev	Respond to of 74651

IE 5 not only doesn't add to the bottom line, it actually subtracts from it since it costs a good deal to add all the capacity needed for the downloads. But Microsoft has always been good at making a non-event into a big deal, and this is sure to be a PR boon, for a day or two. Unfortunatly, IE5 seems to be an unimpressive upgrade for the casual user. It's great for businesses and developers who've been waiting to put XML to use, but it doesn't add much at all for common users (based on what I saw from the most recent beta). Mozilla 5 (Netscape's open source browser), on the other hand, is a significant improvement over both NS4 and IE4. The rendering speed of the thing is incredible. And it's tiny. Their problem now is just getting the thing released. But in general, even the vastly improved NS5 isn't any longer a threat to Windows. AOL is not a technically sophisticated company. It's a media outfit that isn't going risk its bread and butter on a war for the desktop API. They want "AOL everywhere" but I'm sure they'll be perfectly satisfied to have it everywhere on top of whatever APIs Microsoft cares to tell them to put it on.