Rick Frederking (LCA)
From: Steve Ballmer
Sent: Sunday, December 01, 1996 9 26 PM
To: Bill Gates; Amar Nehru
Cc: Brad Silverberg; Brad Chase; Paul Mantz
Subject: RE: Netscapes Revenues (Longmail)
I asked amar to sent it broadly, I may have gone overboard, we should
have been more precise that home page means ads of all kinds, sorry. The
rsv revenue we did not dig into, it will have to lower one of our other
estimates if sizable, we will brainstorm how to get a grab.
- original message -
From: Bill Gates
Sent Sunday, December 01, 1996 9:24 PM
To: Amar Nehru
Cc: Brad Silverberg; Brad Chase; Steve Ballmer; Paul Mantz
Subject: RE: Netscapes Revenues (Longmail)
What kind of date do we have about how much software companies pay Netscape?
In particular I am curious about their deals with Corel, Lotus and
Intuit. All of these ship a lot if units of Netscape. In our discussions
we must have some kind of sense of the revenue which Netscape gets from
this.
I was surprised at the ISP revenue being so high. This services revenue
is NOT primarily from the home page as is stated in this report.
Netscape does better things like the SEARCH button. Someone should me
more concrete about what they get (non-barter) from the home page. I
think this is quite low.
I don't think this analysis needed be sent to many people.
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