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

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To: Paul Fiondella who wrote (28812)11/7/1999 12:16:00 PM
From: Scott C. Lemon  Read Replies (2) of 42771
 
Hello Paul,

> Publish the source code

;-)

> Now that Jackson has brought the US FEderal Court system into the
> 20th Century (of course the Appeals Court could send it back into
> the 19th!) maybe it is time to consider the remedies.

I would agree that the appeals process is going to be interesting. Again, the articles that I saw indicated the judicial system taking the next one and a half to two years to get it through appeals ... that's eons in computer years.

I'm starting to think that Microsoft is going to morph into something else before the appeals end ... very much like IBM did when it was being pursued ...

> Monetary damages to Netscape are useless as a consumer remedy. The
> only thing that will increase competition is forcing MSFT to
> relinquish its hold on the desktop. That means forcing MSFT to
> publish its Windows source code and license that code to others at
> a nominal cost. That would permit a reentry into the OS market of
> numerous companies.

I'm curious what you think, specifically, are the advantages and outcomes of such a move? What are the specific, measurable, benefits of such an action? Is it simply to remove their income stream? Or that potentially fragmenting Windows into numerous incompatible version would be good for consumers?

I'm really trying to explore the outcome of such a move ...

> Some of you may recall that back in the Win3.1 days a product
> called PCTools was available. It substituted itself for for the
> Windows program manager and gave the GUI an entirely different and
> far more user friendly interface than Windows did while running all
> Windows programs. That effort was crushed and MSFT took many of
> those features into Win95.

But this capability is still alive and well! There are numerous other desktops and UIs that can be downloaded and used. I have used a couple of these, on and off, over the last couple of years. I would have to agree that there isn't much money in it ... but that's not the argument here. If you want a new UI on Windows, head to customize.org and grab a copy of WindowBlinds, LiteStep, NextStart ... or go buy a copy of the desktop from Mijenix ... they have one.

I think that in reality we are looking at market dynamics ... the default UI that Microsoft provides has improved to the point where there in no longer a market for alternative UIs ...

> Novell is bound to benefit from this ruling, both in its stock
> price and business prospects.

Yes ... if they don't trip over themselves while trying! ;-)

Scott C. Lemon
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