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Technology Stocks : Novadigm - Opinions and Knowledge Welcome...

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To: Step1 who wrote (41)	10/20/1997 11:51:00 PM
From: Step1	Read Replies (1) of 135

And this, about Microsoft but somewhat related to NVDM's business... (Computer World Oct 13 97, p 80) , in the managing technology section this guy (Paul A. Strassmann) is saying that Microsoft even if it dominates in packaged software will see a leveling of PC s/w sales and revenue growth because 1) prices are coming down due to competition 2) companies are reluctant to upgrade every year with new software packages until employees have absorbed the new technology (i.e. more money spent on training and until Y2K, budget pressure for software fixes 3) 85% of all software sales are in 10 countries and that is not expected to change at least for the next 5 years Well that is only his opinion BUT what he is getting at is the fact that revenue growth ( for Microsoft ) is in service and maintenance of software for enterprises. "Microsoft Best Bet" << The most lucrative approach left for growing revenues and profits is desktop and network management services. ... Managing corporate desktops and networks is a lucrative business for Microsoft. The company could offer to eliminate more than half of its clients' unnecessary ownership costs through remotely executed diagnostics, preventive online maintenance, asset controls and fault-monitoring techniques ...>> That I think is a clear recognition ( if there was a need for one ) that companies are looking for new ways to deal with the costly commitments they have with their IT infrastructures and how networks should be managed. NVDM is competing against giants (IBM, Computer Associates, EDS ) but it can certainly prosper if it sticks to what it does best. In fact it doesnt have to compete and can probably do a very good business of complementing those giants. Again, take this for what it is worth , just my advice, not a recommendation or offer to buy. sg

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