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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Scott C. Lemon who wrote (19117)12/15/1997 4:51:00 AM
From: Lawrence Petkus  Read Replies (3) of 42771
 
Cobra being eaten by MS mongoose?

Hi Scott,

Your responses seem fairly clear, but can you jump through a hoop? Naaah, I like the honesty and information you provide and don't expect a dog and pony show.

There is another battle in which I have more interest. It relates to one of Eric's top picks in the executive suite. I forgot his name, but he was in the forefront of the Cobra development group and I believe he is currently the head of product development at Novell.

Anyway, an article at webweek.com/1997/12/08/19971208-critic.html, entitled, "A Critic of Cobra Knows Whereof He Speaks," states that the development of Cobra is scattered, that Sun Microsystems believes that Cobra is unnecessary because Java can perform its functions, and that IBM and others are spending so much of their resources on Java that they are not developing a unified Cobra product that can effectively compete with with Microsoft's DCOM.

I am a shareholder and not a technician. So my question is whether Roger Sessions(a 5 year IBM Cobra developer) is just a MS lackey or does he have a point?

What is this really about? Is Novell going head on into a storm without any industry support? Being head of product development, I would imagine he is pushing Cobra big time and thar it is now a high priority at Novell, is this so?

Can anyone else on this board illuminate this battle in the brewing and its' implication for Novell: research for years in a development pipeline or a product ready asset?

Thanks,

Lawrence

P.S. I realize you are not Eric Schmidt and have limits as to your power and ability to access info. Thanks for any insight you can provide.
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