Novell (NOVL) dirt cheap, good buy? Message Board

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

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To: vinod Khurana who wrote (19435)	1/7/1998 6:18:00 PM
From: Frederick Smart	Read Replies (2) of 42771

Vinod: >>NOVL is of the radar screens. Its stock ain't gona fly with the way they are going. Big trouble, big, big trouble lies ahead for this company.>> Would you please stop hyperventilating. I can just hear you: BEEG Truuble, BEEEEEG truuuble....!!! Novell is on Netscape's radar screen big time with Novonyx. Novell is in partnership with Oracle. Novell is in bed with Sun/Java. Novell is even there with IBM if you can see through all the garble with outstanding CORBA issues and their CIS gateway approach. The entire world of networking is being turned upside down as we speak - with a ton of unresolved issues in every nook and cranny you look into - as the world scrambles to make connections between digital data (audio, video, and alphanumeric) and end client users work efficienctly and seemlessly. The companies you cited: NSCP 27% 32% 30% MSFT 26% 32% 36% IBM 2% 4% 2% Oracle 1% 4% 2% O'Reilly & Ass. 2% - 2% These represent mearly an opening act - round #1- in the bandwidth connectivity game. MSFT's NT offering has shown great progress in capturing the "user interface" for internet/intranet/extranet connections. But there is a whole lot more work that remains to be done withing the technology infrastructure at the NOS level to make the bandwidth come alive all the time and be secure at the same time. Just one example - and Joe perhaps you can chime in here - Why is CheckFree (an IBM-centric outfit) totally committed to CIS-gateway and over the longer term Java?? Where is MS/NT in all this - nowhere!! I've had a close relationship with some of the technology shops that are the core partners in IBM's e-commerce strategy. I see more synergies with Novell's technology in making their vision come alive than I can ever find with MS. IBM's version of Unix is alive and well, but they too face severe challenges as they try to deliver on their version of Bill Gates' ideal world of "information at your fingertips". Integrion (sp), the consortium of the 10 largest banks in the U.S. - which is 50% owned by IBM - is not steering technology toward MS. All lines, as best as I can tell, are pointed toward Java - now and longer term. And CheckFree is building the whole thing for bill presentment services, account look-ups, and other information clients want about their finances now. This whole NT-thing has really become a total marketing con job. Another one of Gates strengths - sell them first, build it later. Give them something free along the way to make them patient enough so they can keep the monopoly con-train going. DOJ and the whole world has caught up to their game. Balmer can blow his fist through his jet window for all I care. The animosity is that thick on both sides of their dispute. The pull-the-wool over their eyes game will not work with current DOJ. MS will be split apart and the stock is beginning to seriously discount this expectation. The bulls will be buying all the way down the tubes. In MS's wake are thousands of angry developers who are so eager to get away from Gates' platform that just talking about "new alternative' options is almost a new religion . As I look across this littered babbling technology landscape I see an unending amount of confusion as to how best to resolve these issues of connection and bandwidth. Novell's strategy is to bring order to all this confusion with products that blow away the competition. Today's release on BoarderManager for the Utah public school system is just one example. NDS is hot. Novell is extremely busy right now. My contacts in and out of the company have never been more positive and more busy then they've been since Schmidt arrived. So Vinod, please spare us the whining. Let's dig deeper. These things are just not "browser-deep." Let's get to the next level. Novell's open-solutions strategy that embraces Java 100% will be successfully "connecting points" going forward. Exhale.....

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