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: Don Hurst who wrote (28766)	10/31/1999 9:02:00 PM
From: PJ Strifas	Read Replies (2) of 42771

There are more factors in Novell's future than MSFT's W2K but many people just don't understand this but let's face it, the only way to prove it to them is for MSFT to release their product and let the comparisions begin. For what it's worth I believe W2K will be an improvement of the current version(s) of Windows NT. For many companies it will be something of a savior to them - for other companies it will motivate them to move towards W2K completely. My question to these companies is "at what price?" I don't mean the actual cost of upgrading or migrating but the ancilliary costs of moving to Active Directory and the WAIT for products that will take advantage of that component of W2K. What excites me about that dilemma is that any product developed for Active Directory will be based on LDAP specification for directory services. Guess what??? NDS does this too. I'm not familiar enough with NDS development to be sure but I don't think it would be a far stretch to port that software to Novell's product. Novell doesn't need any other company to "fail" for them to win - Novell (IMHO) has some very good technology in its current products and in their future products (from what I know and see). The most dynamic factor in Novell's future is the ability of the CEO to grab a top-notch marketing VP (preferrably from outside Novell and inside Silicon Valley). This one move alone could be worth more than a few $$ on the share price. As for Akamai and Inktomi et al, Novell is positioning themselves rather nicely with their ICS product. They are getting the "big fish in the pond" looking over their shoulders I should think. Maybe I'm too optimistic but Scott Lemon has made some great sense with "object routing" and if Novell can find a way for it's Directory product to play a part in the future of that....well....the sky's the limit. NDS is the core - the more Novell can push that into new and emerging technology companies (startups etc) the better own future can be. All we need is that new VP of Marketing to bang the drum LOUDLY. Peter J Strifas

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