Novell is Dead. Apple is Dead. Long Live Microsoft! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Novell is Dead. Apple is Dead. Long Live Microsoft!

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jack Whitley who wrote (32)	6/8/1996 6:35:00 PM
From: David A. Lethe	of 238

Jack. First, Bill G. did slam novell for having too many resellers. Point being that margin erosion left the VARs with typical sub-10% margin on the software. This was when he was recruiting VARs for NT. Nothing has changed since, as Novell product margin is still sub-10% (money in services not off-the-shelf software). Does NOVL have too many or too few? Today, they have too many to support the end-user demand (that is why they beefed up the reseller requirements - forced the dead weight out). That wasn't the case 7-8 years ago. But is now. Also many bids that I have seen over the years specify EITHER Netware or WindowsNT server. Didn't see that in '95. Used to be any network operating system was fine, as long as it was Netware. Up until about '94, having a CNA/CNE was a ticket to a job in the $35-$45K in Dallas. Now it is worth about $29-$35K. Ought to tell you something. What are they paying in Raleigh?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next