Bearded One......
<<I guess what I'm saying is that I'd like to see more analysis of how many copies of Netware 5, ZEN, BorderManager, etc... will Novell sell in the next 5 years under different economic scenarios. If we can't get together and figure that out, then we're all a bunch of gamblers at a casino hoping that the money keeps pouring in from 401K's and that someone gives Novell a good mention on CNBC. >>
Points well taken.
Let's try to establish points of focus:
1) Start by trying to measure the impact that NDS on native NT will have on Gate's e-commerce and Internet server initiatives. NDS will bring immediate order to the entire NT infrastructure - but will app developers climb on board? If Novell gives it away the developers HAVE to. If companies do not embrace NDS now, the companies that do will have a huge leg up on organizing, securing and wiring their entire corporate enterprise toward "openness" which is what cos. HAVE to move toward.
If they give away NDS for native NT, what excuse does anyone have. How can e-commerce hungry companies stand by while they wait for the first bug-free copy of AD - 2-5 years down the road.
I see huge opportunities in the Telecom area alone for NDS.
2) Let's move on to "Java Space". Novell's Tengeh server and Open Solutions approach, combined with their blazing fast JVM, stand to become a magnet for Java developers the world over. You don't hear too much about Java? Well this is where it's all heading, especially since the marketplace will demand Internet integration with legacy systems NOW - not in 2-5 years. Java is best suited to fill this cross platform space.
3) Let's move onto discuss how Novell is taking the issue of "security" in e-commerce dead serious. Look into the work they're doing providing great security, encryption and certification authority foundation blocks to cover more than just the thin layer basics. Utah is the ONLY state in the union that has its own Certificate Authority for a wide variety of businesses, etc.
4) Don't forget BorderManager - a hot, attractive product ISPs and others are moving toward.
Now let's put some thought into all this - with potential numbers, scenarios, what ifs. Let's really get to understand the huge "gap" opportunity that the marketplace could potentially allow Novell to fill - with complementary products - that fit, work NOW, as opposed to later. Let's watch as Java starts climbing aboard and assumes a more direct application development role with NOSs everywhere.
It will be very interesting if you like investing. If you don't have a sense as to where this is heading - I agree, its no different than gambling.
So those are the key areas to focus on. Comments welcome...... |
