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: BP Ritchie who wrote (10627)	4/6/1997 4:03:00 AM
From: Scott C. Lemon	of 42771

Wow ... things have been very busy ... but I have been reading and it appears that some things we are doing are appreciated here! I know that there is still a lot to do and I agree with Joe about the marketing PR issues ... we need to keep the pressure growing! Oh yes, I wasn't going to comment specifically on this, but there are major security flaws in the networking protocols of SMB. Much more severe than people realize! Novell has not had a serious security flaw (without physical access!) for quite a long time. Microsoft seems to have a new one every couple of weeks! One reason that many companies hesitate to attack is fear of counter attack ... Novell hasn't had to get involved in any of the security flaws found so far! Now to the specifics: > JVMs are now available or in the works for every significant OS > platform, inlcuding Windows and MVS. Yes, and even smart cards! JavaOne had some awesome examples of the direction of Java. I'm impressed! > 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. At JavaOne, Jim Waldo of Sun, did a presentation on Distributed Computing and Remote Method Invocation (RMI) where he seemed to imply that RMI should be used in "pure Java" enviroments and CORBA when interacting with other types of systems. I'm not sure that I agree with this since it appears to me that RMI does not currently have flexibility and features that are required ... but Novell can support both! > 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 I wanted to add for investors here that I have been following Lucent and their Inferno project for quite some time. At JavaOne they announced: With Inferno ... you can use multiple languages (Limbo, Java, etc.) and run on any computer or device containing the Inferno VM ... including tons of Telcom equipment that Lucent sells ... and the VM is actually running on many processors and platforms ... and it has a "better" networking/naming/security model than the Java VM and JavaOS. Support for Java and Lucent's installed base and customers could make Inferno an awesome globel platform! (I bought at ~$42 back before Oct. 96) > 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? You also have a "safe", high-performance platform for services ... especially for services that were written for NT that Microsoft is going to give away for free! NetWare is one of the last "corporate accepted" platforms for services ... like Netscape SuiteSpot ... that run on commodity Intel metal. We're making progress ... Eric will be a great addition ... he was a keynote at JavaOne and can see the future ... now he has to communicate it at Novell! Scott C. Lemon

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