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

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To: David A. Lethe who wrote (15276)8/6/1997 1:07:00 PM
From: Ramesh Manne   of 42771
 
Chances are much higher for NOVL stock to be in high teens a year from now then to be at 4.50 as you predicted. Their web server is targeted for existing Netware customers, it is never meant to market Netware. NOVL may not even be in the business of selling web servers a year from now. They would let customers buy third party web servers which will work on Netware. Most computer manufacturers who really count in the enterprise world (including mighty IBM) are standardizing on NDS. Nobody said Netware is UNIX or NT. If you have ever managed a network, you would know what pain it is to manage Unix or NT networks. Network managers need NDS to easily manage their hetrogenous networks. Beta-Max never had support of the industry except its inventor (Sony) but NDS has tens of millions of users and hundreds of supporters (who really count). Banyan has never figured out how to market Street-Talk even though they released a year before NDS. They could not even market to their own customers. On the side note about your PDP programming, maybe you should program for sometime in new operating systems that support graphics. Your PDP could not do .0001% of graphics of today PCs. PDP was designed for totally different purposes, so we should not compare these two environments.
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