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

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To: Lawrence Petkus who wrote (19119)12/15/1997 10:00:00 AM
From: BP Ritchie  Read Replies (2) of 42771
 
Hi Lawrence! I can't link to the URL you referenced, can you re-post it using cut & paste please?

This URL might provide some additional insight into what all the fuss is about ... it's an opinion piece from one of the ZDnet writers:

zdnet.com

The major issue almost certainly is about Java-on-the-Server.

MSFT has withdrawn it's support of the JVM support required to make it work as per the JavaSoft specification and substituted this with Windows only support, to all of the ISVs developing Java components this basically means that they are being forced by MSFT to target their products and components to pre-req Windows ... or signficantly increase their development effort and cost. To end users this basically means that they will now not be able to extend their existing NON-MSFT (effectively a broken MSFT promise) systems to use new Internet and Intranet components ... they will now be forced to migrate (or duplicate) their existing Databases to a Windows platform in order to use the components developed with MSFT's development tools ... If and only if they want to 'standardize' on Windows applications to run their businesses (not just their desktops). IMO ... this is a desperation move by MSFT, certain to piss off everyone that made plans based on the original MSFT 'Java commitment' to implement the same 'Industry Standard' that they just 'substituted' with a Windows only plan ... also likely to 'slow down' the entire networking software market ... a relatively common MSFT practice when then find that they cannot control the market, they are not usually so obvious though.
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