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

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To: Joe Antol who wrote (11320)4/19/1997 3:18:00 PM
From: Salah Mohamed   of 42771
 
Hi Joe...CMP articles about Novell

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Oracle And Novell: Separated At Birth?
Network Computing, April 15, 1997
techweb.com

**Comment** Negative articles about Novell started to show up again.
I thought honeymoons last for at least a month.
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Novell Education to follow new course
Computer Reseller News, April 21, 1997
techweb.com
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Running With The Wolves
TechWire, April 19, 1997
techweb.com
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VARs In the Crossfire -- The search for truth in vendor propaganda
VAR Business, April 15, 1997

From the article:
"The misinformation and, in some cases, out-and-out lies that Microsoft throws around causes us in the services business a great deal of stress. Customers see that stuff and wonder why we recommended other solutions." Joe Antol...

Though many companies make dubious claims, one stands out to Antol as
the worst offender: $8.7 billion Microsoft. He says Microsoft's claims
about the limits of Novell's NetWare networking software are often
misleading.

techweb.com

**Comment** Joe, you are becoming famous <G>.
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Taking Note of Netscape's Communicator
Communications Week, April 21, 1997

From the article:

CommWeek: It's clear that Novonyx will marry Novell's IntranetWare
and your SuiteSpot software, but is there a larger initiative to bring your collaborative features along with Communicator and GroupWise?

Hahn: We compete with GroupWise. Novonyx can be successful and not
be affected by the complex agendas of Novell and Netscape. Novonyx
will be producing SuiteSpot for IntranetWare which is a hugely valuable product for everyone. With regard to GroupWise, and the IntranetWare Web server, there is product overlap. Novell publicly said they are okay with that, its more choice for its customers.

CommWeek: If Netscape and Novell were to merge, what would happen to GroupWise and Communicator?

Hahn: There has been no discussion between the companies in any way,
shape or form regarding mergers or combinations. I suppose anything is
combinable. But I think the overlap between Communicator and GroupWise is great. They both have E-mail and calendars. I suppose the only place there is not overlap is the Web. Hypothetically, I think it would be a big challenge to combine them. It's not an engineering job I'd want to do. You can't even run Netscape's products on an IPX backbone.

techweb.com
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Don't Discount Groupwise
Communications Week, April 21, 1997
techweb.com

**Comment** Joe, did you write this response under a different
name <smile>?.
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Sun Reveals Solaris Plans
TechWire, April 17, 1997

From the article:
Absent from the discussion was Novell, which licensed its Novell
Directory Services to Sun last year and which worked with Sun to
develop directory functionality in Java. NDS will be just one of several directory protocols Sun supports, including its own NIS and the CORBA Naming Service, said Brian Croll, director of Solaris server product marketing. Sun also intends to support the Java Naming and Directory Interface, as well as the Lightweight Directory Access Protocol, for offering access to directories, he said.

techweb.com

**Comment** The writer here pointed to the fact that Novell was not
mentioned in this discussion, the same as I said previously on a
different article about this subject. Why are major vendors ignoring Novell?.
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ShadowRAM
Computer Reseller News, April 21, 1997

From the article:
Was that Barney Rubble and Wilma down at the rock quarry? Close. It
was new Novell CEO Eric Schmidt and his wife selecting marble for the
new Novell buildings.

techweb.com
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Computer Telephony Integration Poised To Grow
TechWire, April 15, 1997

From the article:
But the spread of computer telephony integration will be held back if
Microsoft attempts to dominate the entire market, said David Bradshaw,
a senior consultant at Ovum and the author of the report.

Microsoft and Intel already control the TAPI interface standard for
PC-based applications while IBM's Call Path interface and Novell and
Lucent's TSAPI interface are the established standards at the server end. But Microsoft wants to elbow those standards aside in favor of its own standard, a move Bradshaw said could hold back development of the market by causing unnecessary duplication and uncertainty.

"The problem is that Microsoft is just so powerful it feels it is in a position to dominate CTI standards, even though there are already de facto standards in place from IBM and from Lucent and Novell. But Microsoft should understand that imposing its own standards and re-inventing the wheel would not do itself much good, and could well hold back development of the market," Bradshaw said.

techweb.com
-------------------------

Regards

Salah
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