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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe Antol who wrote (16270)	8/25/1997 9:59:00 PM
From: Jim McCormack	of 42771

It is Not NT vs Intranetware Eric knows the battle is going to be fought over the next server platform. With the Web both NT and Netware go the way DOS went when Windows came along. They fade and a new structure built on top of them replaces them. The new stucture will push the feature set higher up the design model. DOS features got standardized and became vendor nuetral. NOS features became standardized and now are vendor neutral - MS Office runs on NT or Netware - same version for instance. Now we have browsers that offer a client neutral application platform. Web servers are "Above" the NOS and offer a Server Neutral apllication dev platform. Java is supposed to go one further and be a processor neutral dev language. Whats it all mean? it means you design on app for all users no matter what architecture - any chip CISC or RISC any NOS Netware NT Solaris UNIX MAC any Client Windoze X MAC... NT and Netware are like DOS in the end. Required but transparent. The features move up the design model to the Web Server and Internet Itself - Directories like X.500 - Web specific extensions to the LAN model. All the rules change and all the old software is left behind as whole new classes of software emerge. MOAB and the JAVA tools are what will make or break NOVELL. Anyone who thinks it is NT vs Netware is missing the whole point. It is about what is next not what we are using today. Eric Schmidt is the best CEO to ensure Novell gets a product ready for this future paradigm. He is a great architect. Question will be is Novell ahead of its time. The whole industry will be readically different in 18 months. The web will change everything as it goes mainstream business critical! Novell is tactically poorly positionedbut they make it to MOAB and deliver the JAVA environment for developers andthey will be in awesome strategic shape. They will not sell out.... PS - I wrote this while watching the Marlins ball game on TV. This Web Session was a "Picture in Picture" session on my 35 inch tv running WebTV. I hate the WebTV but it is useful for this kind of thing. The whole TV-web convergence thing is not all it is cracked up to be....Hate this wireless keyboard! Not worth the $350 - bought it last October - the wife loves it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next