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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: E_K_S who wrote (18187)10/29/1997 3:56:00 PM
From: David A. Lethe  Read Replies (1) of 42771
 
Eric, on I20

First, you might want to check out i2osig.org
that should more than answer the technology and directions comments.

What will it mean to NOVL? Nothing. It is like all PC-related hardware advancements. Both NOVL & MSFT get it at the same time. Neither firm has a strategic advantage, contrary to what Scott has said.

Now if you were a MIS manager, then I2o will help give you generic storage farms that are intelligent and non-CPU specific. That is cool.

As a sidebar, if you were long on EMC, then get out. I20 will begin to effect their bottom line in Q1.
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