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: vinod Khurana who wrote (17331)	9/17/1997 4:37:00 PM
From: Kevin Millecam	of 42771

Vinod, > The main drawback is that this software also requires NetWare and > will not run of NT or UNIX. GroupWise doesn't require NetWare either. If, however, you like the idea of having a single point of administration, a NetWare/GroupWise setup is ideal. > Second, BorderManager in my opinion is not going to do that well > if it continues running of the NetWare O/S. NOVL needs to develop > the same software (assuming it performs as they say it does) for > the NT and UNIX platforms where most companies with web sites > have already installed "bordermanager" like software. The BorderManager suite of products enhances Internet offerings regardless of what platform the company is using to host their web site. WebMasters who choose a platform that uses NDS can integrate their BorderManager boxes with their NDS schema (and enjoy the inherent benefits). If Ford invented a carburetor that 1) would fit my Geo, 2) was reasonably priced, and 3) helped my car get 4 to 10 times the miles-per-gallon. The purchase would be a no brainer. (Regardless of the logo on the carb.) > SUNW could be the next MSFT if JAVA takes off but does not imply > that NOVL will benefit. What if NOVL developed applications fail > to sell? Novell's intent is not to develop JAVA applications but to develop a platform that runs JAVA applications better (faster) than any other. Say someone develops an accounting package in JAVA. (They didn't have to write a single line of NLM code.) And it screams on NetWare. Odds are that the network platform of choice for this accounting package will be NetWare. > (There are over 300,000 JAVA programmers today and NOVL employs > less than 500 of them. Look for some heavy competition in > JAVA related apps.) Same scenario as above, say these 300,000 JAVA programmers develop 10,000 programs that run better on NetWare than any other platform. You do the math. Respectfully, Kevin Millecam My views and opinions are my own.

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