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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Spartex who wrote (30295)2/14/2000 8:59:00 AM
From: ToySoldier  Read Replies (3) of 42771
 
Well Scott, it didnt take Novell long to shoot an even bigger bullet over MSFT's bow after MSFT's minimal first strike last week.

I think even you have to admit that this response was far more blunt and hard hitting than MSFT's. They used a MSFT partner (one that has even burned NOVL in the past), the put MSFT's own test results into the light of the need for REAL WORLD tests, they exposed Active Directory not only for lack of performance but pitiful reliability, they combined Active Directory's instability with the ramifications to business value (i.e. stock price and reputation) if one encounters this level of instability on their web site, and they added a dash of credible customer testimonials who emphasize the NEED for a reliable and fast Directory Service.

I would say that we can all mark up 1 for NOVL and 0 for MSFT on that little clash. MSFT had better be more leary of getting into these hand-to-hand media combats with NOVL because I think NOVL has finally learned a few MSFT marketing spin lessons from its attacker - MSFT.

In fact I would have to guess that NOVL Marketing were expecting this "speeds & Feeds" Marketing BS to come from MSFT and they had already performed comparison tests to keep in their back pocket. This is only way I could see that they would have been able to provide such a quick - over the weekend - type of response. They predicted their competitor's well-known marketing tactics and fortified their defenses against it.

Great Response NOVL - Great Planning!

Toy
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