Novell (NOVL) dirt cheap, good buy? Message Board

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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: David A. Lethe who wrote (15553)	8/11/1997 2:44:00 PM
From: Ramesh Manne	of 42771

<<You said, "Major customers have no interest in any platform but a standard Intel motherboard" Oh, pleeeaaaaaaaase! Ever hear of the IBM SP/2, the HP 9000, SUN workstations, SGI workstations, the AS/400, a mainframe?!!>> I agree with you. Most companies which run mission critical applications (Banks, Airlines etc) need the machines you are talking about. Even today airlines do not trust even Unix (which has been in the market for ages) to run their mission critical applications. I hope you are not suggesting that Novell should be ported on these machines. <<This is the NOVL attitute I am talking about. As far as NOVL is concerned, the Intel chip is the only microprocessor on the planet.>> From Novell's marketing point of view, it should be interested in Intel platform because that is where the volumes are. As you know today Novell is not trying to be an enterprise OS. Pope Bill mentioned once Novell had a golden opportunity to take the best of Unix and Netware to make OS ( I am sure he is not referring UnixWare) that customers will buy. <<And NOVL is trying to be an "ENTERPRISE-WIDE" solution?>> I do not get your point here. Novell is used in most enterprises to connect their PCs. Why do you think Pope Bill is after this market. Novell's goal should be to defend this market ( I know they are not doing good job of this) and sell some more. According to Microsoft press releases, Microsoft has decided not to support PowerPC because there is not much interest for it (and if I remember correctly even IBM decided to drop support for PowerPC). There is going to be another major discussion about Unix and RISC (SUNW comes into mind here) survival once Intel releases 64-bit processor and NT can support more than 2GB main memory and less number of blue screens. By the way I like your discussions with Scott, they are quite informative.

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