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

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To: David A. Lethe who wrote (18207)10/30/1997 12:57:00 AM
From: Scott C. Lemon  Read Replies (1) of 42771
 
Hello David,

> What will it mean to NOVL? Nothing. It is like all PC-related
> hardware advancements. Both NOVL & MSFT get it at the same time.

Yep ... both companies will be able to make use of I2O adapters ... if both companies have their act together!

> Neither firm has a strategic advantage, contrary to what Scott has
> said.

Ah ... but here (as usual) I will disagree! There is a fundamental difference between NT and NetWare.

NT is *very* CPU bound because it is a bulky, general purpose, preemptive OS. NT *has* to have support for multi-processors because it will eat them up to try and provide any kind of performance.

Adding I2O to a CPU bound OS is useless. NT will not see the benefits until they clean up their OS and move more code to unprotected ring-0 operation.

NetWare, on the other hand, is an extremely efficient I/O engine and is usually I/O bound! NetWare, at it's core, is designed to pump data between high-speed networks and high-capacity disk. A single processor BorderManager is currently showing a minimum of two to three times the performance of a *four* processor NT box! And the NT processors are max'd out at 90+% utilization ...

Adding I2O to an I/O bound OS opens it up and allows it to breath! NetWare will provide even more price/performance benefits with I2O. Intel recognizes that NetWare is an OS that will really test the limits of I2O ...

As for our opinions on I2O in general I think we could not agree more! It's an awesome move by Intel and an awesome technology ...

Scott C. Lemon
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