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: Scott C. Lemon who wrote (28886)	11/11/1999 4:16:00 PM
From: PJ Strifas	Read Replies (1) of 42771

Hey Scott - Will MSFT move to playing on a level playing field as well? I mean their marketshare in the desktop arena is a VERY powerful ADVANTAGE. When you consider that MSFT's revenue stream from the OS market can fuel and fund just about any product development under the sun AND they control the very environment which a competitor is attempting to compete.....this is a "level playing field"? I can see how you defend MSFT on principle. I won't argue that point. In a vacuum, every company has the right to defend itself and its products. My question then is - does MSFT's marketshare become a factor in the definition of a "level playing field"? If not, why? (please don't say it's not an absolute and that things change so rapidly et al....this hasn't been proven true or untrue so I take it as a non-factor at this time). How can you say that Netscape enjoyed the same "level playing field" as MSFT in developing a Windows application that would compete directly with that MSFT product(s)? Don't even consider the money factor - consider the control they had over the environment! Isn't this the crux of the argument? That MSFT's position in the marketplace alters the "level playing field"? We can't honestly expect this to be true when you have made your point so effortlessly - every company has the right to defend their product. What stops MSFT from changing underlying code to alter (and harm) a competitors product? Nothing. Except when you "own" the very market your competitors are vying for. I think you've attached alot of energy and emotion combating us in a verbal tug of war that centered on a very real principle that has no bearing on the reality of what competing against a MSFT product actually means. Peter J Strifas

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