NetScape To Focus On Internet E-Mail, Groupware In '97
By Carmen Fleetwood
NEW YORK (Dow Jones)--NetScape Communications Corp. (NSCP) expects to
focus on Internet-based e-mail, groupware and applications in 1997, Eric
Hahn, senior vice president of the server product division, told investors
at the Goldman Sachs & Co. Technology Investment Symposium.
Meanwhile, Sun Microsystems Inc. (SUNW) is benefiting from a ''paradigm
shift in technology to network computing,'' Ed Zander, president of Sun
Micro's computer company, said in a separate presentation.
The shift is being driven by the growth of the Internet and intranet,
bandwidth and ubiquity, and the implementation of Sun's Java programming
language and deployment of applications, Zander said. Customer needs include
a lower cost of ownership, increased cycle time and application development.
Java allows network computing to become a reality, Zander said.
In 1995, there was an explosion of interest in the World Wide Web, and
in 1996 the rise of the intranet were areas that Netscape has focused on
in previous years, Hahn said. Netscape has a strong, new product momentum
with 16 products either released or shipped in the last three months.
The company has had a shift in its business model for many of its products
by charging based on client access licenses, Hahn said.
Netscape issued a press release earlier Wednesday about new licensing
terms and support for client/server software.
''The market is coming to our strengths,'' Jeff Papows, president of
Lotus, a unit of International Business Machines Corp. (IBM), said in another
presentation at the conference.
Lotus could sell half of a million of its servers in 1997. The company
sees its market position in e-mail going forward, Papows said. According
to recent data from International Data Corp. (IDC), Lotus held 27% of the
market place in 1996. Papows said 1997 should be an interesting year for
the company. He sees messaging, groupware and the Interent merging.
In 1997, the suite wars will be more important than the battle about
browsers, Papows said. In 1996 the companies saw good growth across-the-board
overseas, but in particular Southeast Asia showed the highest rate of growth.
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