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

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To: vinod Khurana who wrote (17980)10/15/1997 4:53:00 PM
From: Jerry Heidtke   of 42771
 
Vinod,

>Could the company fail ? I say yes unless the company ties the knot
>or sells something the world really craves. Sales of MOEB will be
>the key factor but it faces stiff competition from MSFT NT. I
>predict MOEB will not be as big a hit as NOVL thinks it will
>be...TCP/IP support in the coming is to late. NT momentum to pick
>up as we enter the new year.

Of course the company could fail. By the way, it's Moab, not Moeb.

It always strikes me as curious why Novell is constantly criticized for not having "native" IP support in NetWare, when the current NetWare/IP product, which has been available for a couple years, let's customers completely eliminate IPX from their networks. Moab will have stronger support for an IP-only environment, but the differences mean the most to the network engineers and administrators who set up and maintain the servers. There will be no difference to the users, or to how NetWare interacts with routers and other parts of the network infrastructure.

On the other hand, Microsoft NT doesn't have "native" IP support, and Microsoft doesn't have any plans for it. Their IP-based networking is actually just the ancient NetBIOS networking protocol wrapped in a IP packet, and requires special proprietary name servers to function in a enterprise, routed environment. NT 5.0 won't change this situation at all. So where's all the press and analyst criticism of Microsoft for not having native IP support?

Jerry
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