Novell (NOVL) dirt cheap, good buy? Message Board

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

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To: Scott C. Lemon who wrote (15219)	8/4/1997 11:22:00 PM
From: Jim McCormack	of 42771

The Threat is from the "Sides" not "Front" I Like Novell... I do have reservations however, I think that while they focus on the direct competitors they need to be wary of the new upstarts. The true competition in networking OS systems is likely to emerge from a "Newcomer" not on the Radar screen today.... The object of the game is to create wealth. Now you can directly compete within a "Class of software" and fight for market share in an existing segment or you can create a whole new segmnent and keep it for yourself for a while. Thats how you grow! Create something new an unique and own it for as long as you can. The Case in Point is CITRIX. I urge those who have not looked at the software to do so. This package is a huge threat to Novell. It is a company that is growing very fast. The software has been purchased by Microsoft and will be in the 5.0 NT release. One day (Soon?) this Citrix company will rival Novell in terms of sales and importance for enterprise environments. The product is that powerful. Go to the site www.citrix.com and run the demos. It has a great way to embed any Windows app into a web page for Instant access across the Web via an active X control. Think of it - Take any existing windows app - any - and it is accessable across the Web in minutes with no coding changes. And it executes very fast thanks to the ICA protocol. From MS office to custom C++, VB, Powerbuilder, Notes - all of them.... Got a Browser? If you got Explorer you got Windows Apps across the Web. After you launch the windows app you don't even need the browser. You no longer need to install windows apps locally. Go on the road with Explorer and an ISP and access all your Windows apps at the office via the Web with nothing but your browser - the network is the computer. Run Citrix Winframe as an Intranet - run it as an Extranet. Very impressive technology! Puts Novell to shame. Why didn't they come up with this innovation for Netware? This is an example of new wealth being created in the form of a new market segment for Network Software. Novell desperately needs to create a new segment and some new wealth. Borderware is a bold effort. Is it unique? Will they have the segment to themselves? I think not. Haven't studied it yet so I don't know. NDS in my opinion is "Nothing" but marketing smoke and mirrors. The pratical implementaion of a unified directory is a dream. Like world peace ... We all know that LDAP gateways between proprietary products will be the rule. IBM has all but stated this is the strategy. NDS is just another LDAP gateway service to them. It has little strategic value. No money to be made here....Its like trying to unify e-mail - the gateways take care of all the details so it will never happen. See MSmail and CCmail and Internet Mail(X.400)for reference. New Wealth via a new an unique product offering. Boarderware and NDS will not bring Novell back. Novell had better come up with somethig as Citrix is yet another competitor that has managed to steal away dollars that would have been spent on Netware.... Citrix as part of NT - for free - WOW! Netware is in deep trouble. NT 5.0 will redefine software success it will be so hot! You better come up with a counter balance for this new feature or it could be the difference for many many shops. Good luck and work fast Novell! Jim

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