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

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To: Paul Fiondella who wrote (14646)7/14/1997 11:50:00 PM
From: Joe Antol   of 42771
 
Hi Paul. All August Edgington has to do is *read*. No need for analysis. After all, he DID feed it to Oltsik.

(Looks like a "follow-up knife to the heart to me"). Will they "counter"? I doubt it.
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Computerworld - 7/14/97

Novell seeks standards nod for NDS

For some time, Novell, Inc. has attempted to make its Novell
Directory Services (NDS) the de facto industry standard.
Novell now wants to make it official.

Novell said the company is "very likely" to ask the Internet
Engineering Task Force to consider parts of its NDS code as
standards, said Michael Simpson, director of marketing at
Novell's Network Services Division. The company has had
"enormous success" in making NDS a de facto standard, he
said. And its recent licensing agreement with IBM means that
"77% of all servers that are shipped by Unix vendors will have
NDS by end of this year."

But one analyst said Novell's efforts to make NDS the market
standard have fallen short. "The only place NDS has gotten any
mileage has been in NetWare accounts, and I think NetWare
accounts are pretty happy with it. It has lowered the cost of
administration, but it hasn't gotten outside of that base," said
John Oltsik, an analyst at Forrester Research, Inc.

IBM last week said it would license NDS and NetWare file and
print services for the RS/6000 parallel processing system and
S/390 mainframe (see story). The NDS directory stores
information and provides a systemwide view of network
resources. The IBM licensing agreement creates a market
opportunity for Novell but doesn't guarantee long-term success
against a pending challenge from Microsoft Corp.'s
still-in-development Active Directory for Windows NT, Oltsik
said.

"Just because NDS is available on the S/390 mainframe doesn't
mean that IBM is going to push it -- that's up to Novell," Oltsik
said. But the agreement gives Novell another partner's base to
sell into. "The challenge for Novell is selling into that base.
Novell is not an end-user-driven sales organization, and they are
going to need to be to make this thing work," he said.

Oltsik said he expect Active Directory to be released around
the middle of next year. "Novell's really got to get momentum
going with NDS before Active Directory hits, or the game is
over," he said.

by Patrick Thibodeau
Last updated on 07/14/97

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Joe...<so much for the "big news">
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