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: Paul Fiondella who wrote (27685)	8/12/1999 2:18:00 PM
From: PJ Strifas	Read Replies (1) of 42771

I think you are 100% right Paul. This seems to be AOL's trump card in it's Messaging War with MSFT. By going NDS, they are in effect saying that Active Directory is not what we want. Perhaps it's not a total shun of AD because of whatever technological misgivings it will have but it's more a political decision as you state. You are correct in assuming that MSFT has alot to gain by getting people entangled with Active Directory in the way they were forced to develop for the Win32 platform. MSFT can only see the writing on the wall right now...the platform is dying and there is no successor in sight. Enter the "Instant Messanging War" - MSFT knows it's important. This is a smart move by AOL. MSFT's ability to squash "opponents" is diminishing because too many people also know the HISTORY of how MSFT does this. By knowing and understanding the history of how MSFT became such a monopoly, you can choose NOT to repeat it. Seems like AOL did just that.... Also, with the internet, the world's dependance on Windows is lessening. What will take it's place? Perhaps a more uniform "platform" from which we can all create the user environment we need/want instead of it being dictated to us by some monopolistic company. As Fredrick has said so eloquently in the past, it's all about freedom. If Applications Service Providers (ASPs) can allow me access to programs I need/want and deliver them via a directory-enabled "browser", the whole world shifts dynamically. But that's another discussion :) Novell becomes a huge benefactor in this "Messaging War". They get an application (AOL's Instant Messanger which is co-branded by Lotus, Netscape and others) which will become NDS-enabled with digitalme hooks. They get instant access into AOL's 17 million user base for digitalme to shine. Our concerns about Novell getting digitalme into the hands of end-users should be quelled at this point. Anyone can see the dynamic shift from Novell sitting on their hands to Novell leading the way?? Perhaps I'm too much the optimist here but I see this as day of record. This move can only reap rewards in the next 6-12 months. At BrainShare '99, Novell had this demonstation of digitalme. One of the applications it used for this demo was something called Whenever!. This app mimicked ICQ and AOL's Instant Messanger in that it has similar characteristics. I don't think getting Whenever! technology into AOL's Instant Messanger is something that will take too long. In fact, depending on how far along Novell is on the "back-end" digitalme stuff will tell how long before we see client solutions. Instant Messanging is the tip of the iceberg...but a rather nice tip I may say :) Peter J Strifas

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