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

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To: Scott C. Lemon who wrote (15498)8/10/1997 2:33:00 PM
From: David A. Lethe   of 42771
 
Are you saying no recovery is possible? Or are you saying it's going to be a difficult manuever?

Recovery is very possible. However, with the current leadership and product line, I for one, am not willing to make a financial bet in the outcome.

)Oh, now this is a completely different discussion than the one about technology, products, capabilities, feature/benefit, standard ...

OK, on technology, and I will only comment on the product line today.
1) JAVA. What in the heck are you trying to accomplish with it? Of course you web server needs to have a JVM. All mainstream operating systems have that today to be competitive.

Are you trying to offer a faster, better java client for the PC? Where will you MAKE MONEY WITH JAVA?

2. INTEL-only. Of course it has the highest number of seats, and some day it may catch up to RISC. (If SUN, IBM, DEC, etc.. fire their R&D departments :)

The point is, that if you insist on INTEL-ONLY for your Border packages & groupware, then the RISC-vendors treat you as competition. Port your code to Alpha, PA-RISC, SPARC, PowerPC, etc, and see the big boys become your friend, not enemy.

We commented on your hunch? that the telcos will implement bordermanager as "caching technology"??? Not while thier friendly IBM RS6000, and HP9000 reps are telling them that they shouldn't trust this problem to be solved with "personal computers running Novell software, or microsoft software, either".

Honestly, would you trust, say, a nuclear power plant to be controlled and monitored by Intel-based personal computers? Same thing. PC stands for personal computer. This stigma, fair or unfair, is going to be around for a long time.
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