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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Roads End who wrote (28555)10/12/1999 2:14:00 PM
From: PJ Strifas  Read Replies (1) of 42771
 
<<If your solution is to give away all the development tools and to give away NDS maybe you really don't have a clue. Reaching a critical mass based on give aways builds a strategy of what, red ink? Steve>>

I don't know -- there's this company in Redmond Washington that has been kicking the life out of EVERYONE using this type of strategy. Scary thought huh? Give your product away for free until customers/users are dependant on it, sort of like a street corner drug dealer with young kids - they create a customer for life.

Giving away NDS is a great idea - something Novell should have been doing since at least 3Q this year, at least the NDS4NT and NDS4Solaris products. This would have allowed MANY companies the opporunity to test then use NDS in production without the obstacle of paying more for something they probably already use in their networks and if they didn't, imagine their surprise to use this wonderful product for free.

Seed the market is the only way Novell can hope to win the "Directory War" that will heat up once Win2000 appears. IMHO, Active Directory can not compete head-to-head with NDS in terms of functionality, scalability or performance - and I say that not as someone who is a Novell supporter but as a professional.

One day, it will be though and this is the promise that people will opt out of NDS for Active Directory. That is, unless Novell can prove to them otherwise with developer support, applications etc. Give it away now to save your market share later....

You know what they say, if you run with blinders on, sooner or later, you hit the brick wall you never saw. Is Novell doing this with their pricing strategies? I'm not sure.

Peter J Strifas
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