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Netscape In The Tornado

An SI Board Since March 1996

Posts	SubjectMarks	Bans	Symbol
23	0	0	NSCP

Emcee: Gerald R. Lampton	Type: Unmoderated

Introduction Market Data Compact

Is Netscape in the tornado?

I think that, in order to understand and evaluate Netscape Communications Corporation’s prospects as a business and an investment, it is necessary to understand what the company must do, and what it is trying to do, in order to succeed in the marketplace. It appears to me that Netscape is following the business and marketing strategy outlined in "Inside The Tornado," by Geoffrey A. Moore (Harper-Collins Publishers). Using the analytical framework outlined in the book, therefore, I would like for us to evaluate Netscape’s strategy.

Before posting contributions to this thread, please read "Inside The Tornado." After you’ve read the book, read what postings are already here. Then, taking into account what has already been said, try to answer the following questions:

Do the ideas expressed in the book make sense?

Is Netscape following a business plan based on the ideas in the book?

Is Netscape succeeding, according to the criteria in the book (assuming they are valid)?

Are there things Netscape could be doing better?

What are the implications for Microsoft?

We should all try to stay on top of news about Netscape, post it here when we can, and try to ask what the news is really conveying about Netscape in light of the book’s ideas and prescriptions.

I look forward to an exciting and intellectually challenging debate and the opportunity to learn. The best posts are the ones that come up with convincing challenges to the ideas already expressed or that explore the topic in a new and innovative way. Posts that just agree with what was said are gratifying but do not contribute to the debate unless they add additional analysis or reasoning.

Although people can post whatever they want, I would like to avoid discussions here about the technical condition of Netscape’s stock. There are other places for that.

Finally, please avoid personal attacks on persons and companies. We are here to learn and have fun. :)

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
23	"Is it possible to stop or start a tornado with a free product like Intern	Eric Ostling	-	11/11/1996
22	>Let me point out that Moore in his book never mentioned any case where >	Gerald R. Lampton	-	9/12/1996
21	Mark & Gerald, I've greatly enjoyed this thread in relation to Moore&#	John Nobrega	-	8/30/1996
20	monkeys and chimps both throw their own shit.	paul	-	8/25/1996
19	I thought the book was very good, as was "Crossing the Chasm". How do	Mark Brophy	-	8/25/1996
18	Yuan, I was thinking about the validity of the theory in light of the latest de	Harvey Allen	-	8/23/1996
17	I know it's been a while since you wrote the above messages. But I happene	Yuan LIu	-	8/22/1996
16	Rich: Microsoft isn't the only one offering free server software. In fact	Bill Harmond	-	6/2/1996
15	Rich: I don't think Netscape has to do anything in response to Microsoft&#	Gerald R. Lampton	-	6/2/1996
14	What are Netscape's potential options/responses to Microsoft's move to	olduser	-	6/1/1996
13	>You have some of the most creative and informative POSTS. Thanks for the c	Gerald R. Lampton	-	4/14/1996
12	Thanks Jerry, You have some of the most creative and informative POSTS. There	ParadoJR	-	4/12/1996
11	Mr. Gerald R. Lampton Simply put---TOTAL AGREEMENT! Mr. Bruce L. Burke	olduser	-	4/12/1996
10	Hello Gerald, your view on Adobe is interesting. It would be nice to have you j	Jean Philippe Solvay	-	4/11/1996
9	ParedoJR: >Why do you think that MSFT is a monkey >and not a chimp... If	Gerald R. Lampton	-	4/11/1996
8	Jerry, I finally finished reading the book. I kept in mind some of the things	ParadoJR	-	4/9/1996
6	Jeff Vinik needs to catch up smart: BA, T, If Vinik wants to unload some t	olduser	-	3/13/1996
5	What in the backgrounds of curren managers makes them qualified to deal with pr	Gerald R. Lampton	-	3/12/1996
4	Exceptional management. Jim Clark, Jim Barksdale, Eric Hahn, Todd Roulon-Mille	Jim Ash	-	3/12/1996
3	On a related issue: I've also seen some newspaper articles which attribute	Gerald R. Lampton	-	3/11/1996
2	I think we should discuss other elements of the book that can be examined in hi	Jim Ash	-	3/11/1996
1	As you know, "Inside The Tornado" divides the process a product categ	Gerald R. Lampton	-	3/9/1996

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