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

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To: vinod Khurana who wrote (17346)9/17/1997 11:44:00 PM
From: Kevin Millecam   of 42771
 
Vinod,

It looks like most of your questions have been answered by others on this thread. Here's my view on a couple that weren't:

> was Groupwise rumoured within NOVL to be on the selling block ?

In response to the above rumor, Eric Schmidt sent a letter to Novell resellers (and Novell Employees) about a month ago that made it very clear that both GroupWise and ManageWise play key roles in Novell's overall product strategy. He also made it clear that these products will continue to be owned and developed by Novell. I've heard him say that GroupWise is one of the only Novell products our end users ever see. Revenue benefits aside, GroupWise buys Novell visibility and mindshare.

> You said NOVL is developing a platform on which to run future
> JAVA apps...in other words a NetWare O/S written in JAVA or a
> NetWare O/S as it is but that can translate JAVA code?

One of the company's primary goals is to make NetWare (as it is) a premier platform on which to run JAVA applications. If we anticpate future development of JAVA network applications and provide the best platform for hosting these applications, we'll sell a lot of operating systems. But we aren't abandoning everything else in the name of JAVA. I saw a press release a day or two ago stating Novell's support of Active-X as a development tool. Developers who choose to can still write NLMs and use tools like NetBasic if they prefer.

That being said, Eric (Schmidt) believes in JAVA. All of our engineers are being trained in JAVA. Partly, I suppose, to help them better understand how to build this "premiere platform" for running JAVA applications. And partly, I'm sure, to give them the background needed to develop future NetWare utilities using JAVA. However, I don't think you'll see NetWare itself rewritten in JAVA anytime soon.

Thanks for the open mind, Vinod.
Kevin Millecam

My views and opinions are my own.
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