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

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To: ToySoldier who wrote (30297)2/14/2000 11:46:00 AM
From: Scott C. Lemon  Read Replies (1) of 42771
 
Hello Toy,

Gosh ... I would have assumed that you would have read the test results in detail before posting ... but I *knew* someone would shoot off their typing, before actually analyzing the results ...

> 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.

Nope ... it sure didn't take Novell long to come up with a completely different test scenario to product results that favored them. But I hope that you now go and read the two and compare the scenarios. For a company bragging about "billion-user trees", why did they only test with a 100,000 object tree? Especially when Microsoft tested with a 5 million object tree? Was this so that they could run entirely out of cache? A limited number of tests? No multiprocessor testing?

I'm not saying that Microsoft didn't do the same thing ... just that I would have hoped that Novell would address the Microsoft tests ... not create their own FUD ...

> 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.

Wow ... all of that from a press release and a web site. But did you go and read, and carefully compare, the two tests?

If not, then you ought to:

keylabs.com
keylabs.com

> 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.

I actually think what I thought yesterday ... anyone can pay for the results that they want ... ;-)

> 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.

I too was wondering about the methodology. Does Keylabs contact both companies to allow them to participate, or is it all one-sided? Does either company get contacted ahead of the posting of the results? Or is someone at Keylabs leaking to their Novell friends what's up? ;-)

> 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.

I can see this as one possible scenario ... but I'm not so sure I'm inclined to believe it ... ;-)

Scott C. Lemon
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