I believe AOL–like Caldera–will be successful in its lawsuit against Microsoft. It will be long, ugly, and they will settle for an undisclosed amount out of court.
So what. AOL’s case is all too telling. The clearest indication of a lack of executible strategy is “litigation.” Innovation is the only way to compete effectively. Litigation=desperation.
Let me be even more clear. Netscape’s most significant contribution to the marketplace was not the browser itself, but the services that it provided access to. The only play Netscape had–and they really really did have it–was in selling services infrastructure. The browser was never a source of revenue. Never will be.
Of course, this is just my opinion. I could be wrong.
