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: 4-UR-Eyes-Only who wrote (10622)	4/3/1997 10:11:00 AM
From: BP Ritchie	of 42771

ORCL is already in ... CA will go wherever the money is. JVMs are now available or in the works for every significant OS platform, inlcuding Windows and MVS. MSFT Java will steer developers to target only Windows as the runtime and probably DCOM ... 'real Java' will allow developers to target any JVM, will support CORBA ... and because of Inter Language capabilities of many platforms (eg ILE on IBM platforms) will also extend the use of existing applications without forcing developers to migrate off the systems already in place and running the applications. Differences between 'real Java' & MSFT development languages for most developers can be boiled down to: With MSFT ... you can use any language you want, run only on Windows With Java ... you use only one language, run on any computer you want When you want to extend the useful life of applications already running on your existing computers ... and make them available as network applications for additional uses ... which would you choose? Add Novell IntraNetware into the mix ... and you can use existing Intel based PCs that you already have for runtimes now ... and Interactive development (runtime debugging required) in a few more months? A 'problem' for Novell to deal with is ... MSFT Development Tools are pervasive ... Visual Basic in grocery & warehouse stores, Visual C++ in every computer store ... and every MSFT package is capable of 'trapping' it's user into creating applications that will pre-req Windows and exclude IntraNetware. Some of the warehouse stores also sell CNE guide (books) ... but not Novell SW (eg Price Costco) ... maybe they can use their existing (publications) channels. I have recently found out that Novell's Developer Assistance annual price is about $100 more than IBM's, and about 1/3 of MSFT's ... making this program more widely available could be a big boost. I agree with what Don Earl says ... and emphasize the importance of getting the message out to Developers and CIOs immediately. I'm sure it can be done ... and believe a long-term, consistent marketing effort will start soon ... I hope we get a preview in April.

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