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

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

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To: Barry Nance who wrote (90)	6/25/1996 11:58:00 AM
From: vinod Khurana	of 238

Hello Barry, No, I do not have any July 12 1/2 puts. Actually I have 2 contracts of the July 17 1/2 puts which I will be selling very shortly. I have a "substantial" investment in the Aug 12 1/2 and Aug 10 calls and a "significant" investment in the July 15 calls. It is not in my best interests to see NOVL go down. At the same time, I refuse to act improper as some are doing on the short board. It almost sounds like a football game with some flaming NOVL and others flaming MSFT. Unless these people are employees of the company, it is understandable but if they are investors, then they have got themselves too emotionally involved with the company. Could turn out to be a costly mistake. I have a stake in MSFT as I do in NOVL but I feel very secure about the MSFT investment. MSFT is on the roll and as I said before has nothing to lose in this server O/S battle and a lot to gain. NOVL on the hand has something to lose (marketshare) but the extent of that lose is unknown at this time. Forget the sales crap both companies are touting...it is in their best interests to promote a high sales figure and lure those on the sidelines. MSFT is including their workstation NT licences into total server NT sales which distorts how many NT server licenses are actually sold. On the other hand, I would not be surprised if NOVL is including in its sales figure the distribution of the 2 user license into its total sales figure. I firmly believe based on the company I currently work for and which I believe is representative of a lot of companies outside that users are installing NT as an applications server, considering it as a file and print server and holding tight on NetWare 3.1x and/or migrating to NW 4.1 with caution. An outright migration is NOT taking place today but Green River MAY change that. To give you an idea on my past recommendations with NW in this company: I gave thumbs down on a total migration from NW 2.x to NW 3.0 when NW 3.0 was first released. Gave thumbs up to NW 3.10 and NW 3.11. Migrating from NW 3.11 to NW 3.12 at a cost of $2,000 (CDN) was a definate NO in my recommendation and is the reason we still have the 400+ NW 3.11 servers. Migrating to NW 4.0 when it was first released was also a big NO in my opinion and got me into a hot seat with the boss who was looking to promote a new product and obtaining credit for having implemented NDS. As a matter of fact I was removed from the project after my conclusion was published as I did not co-operate with his decison to install NW 4.0 corporate wide. I eventually filed a 3 page complaint to HR describing his behaviour and reaction to my reco. (smart move ? well, he was let go one year later for having proceeded with the project and disolving it one year later at a cost of just over $1 million). I was then put back on the project to monitor the new releases. NW 4.01 and NW 4.02 - both got thumbs down. Now at the crossroads. NW 4.10 is a viable O/S but I did not see the need for NDS nor a good reason to migrate from NW 3.11 in this company. However, my reco. back in August/95 was to purchase only NW 4.10 for new servers and keep intact NW 3.11 servers. Attach to NW 4.10 in bindery emulation and forget NDS unless other IT managers in this company were willing to support it or we could find a good enough reason to implement a directory structure for a particular business unit. Neither has happened thus far. NT is making a major dent in this company in a big way and the perception is that MSFT can provide all in a shop that utilizes MS mail and Windows 95/NT/Office on the desktop. To date, we have installed 50 NT servers and 5 or so NW 4.10 servers. We (implying NOVL Canada) are planning on holding a 'dare to compare' seminar strictly for this company in August/96. Whether this changes the direction other IT managers have taken in this company remains to be seen but it should provide for some interesting observation. I remain concerned at this time - not to the future of Novell which I strongly believe will survive well into the future but to it ability to hold a large marketshare in the server O/S market. Green River has to sell and perception has to change. V.K

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