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: vinod Khurana who wrote (17248)	9/13/1997 7:24:00 PM
From: Alphonse Viazzo	of 42771

V.K., Nobody who has followed your postings for very long can say that you are not consistent and determined <g>. To: Roger Mariner Jun 5 1996 5:22PM EST From: vinod Khurana There does not need to be a discussion on the future of NOVL (long term). We all know where it is headed if it does not tie a knot with a stronger partner. MSFT cash position will continue to increase by the billions whilst NOVL's cash position will remain flat to down. A big advantage for MSFT and a bad one for NOVL. How long can NOVL continue the fight ? One year ? Short term, I see the stock reaching a level of $19 and 60% chance of low $20's. That is because WallStreet hasn't grapsed at the idea of NetWare fading into the dark anytime soon. NW is still shown in various magazines as holding 63% of the server O/S market....and declining by the month. Is the company in a similar position to that of Apple ? Yes ! Like Apple which thought its proprietry system could continue to dominate the WP and graphics arena, NOVL has thought the same. Putting aside the issues surrounding IPX, NOVL has failed to convince the user community that its O/S is as good an application server as MSFT NT (I know, they never tried marketing it as an applications server). The wave of the future is towards client server...not file and print servicing. How many hardware companies do you hear promoting their products as "ideal" file and print servers ? Thats right..none. They are promoting their machines on speed i.e based on tps (transaction per second). That means only one thing, database servers. Soon StreetTalk will be available for the NT platform (mid September). MSFT could use this to their advantage in promoting NT as an enterprise network O/S if the concept takes off. How will Novell then claim that NT lacks a directory structure? NOVL had better get the chunk of its NW 3.x users moved over to NW 4.x before the situation gets out of hand. If MSFT ever decided to start a price war....NOVL will be done for. C'mon Novell, tie the knot before it is too late. Lets not rely on luck to pull us out of this mess. Even if the buyout takes place with a stock swap at current prices, who cares ? At least the foundation will be solid....uh, just don't tie the knot with k-mart or unisys please. V.K ======== V.K. I had to include this old post because you have been trying for so hard and for so long <g>. AV

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