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

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To: Joe Antol who wrote (19758)1/21/1998 9:46:00 PM
From: Paul Fiondella  Read Replies (1) of 42771
 
It would be nice if someone at Novell placed it on Reno's desk

<Novell's director of product marketing, Michael Simpson, said that even Microsoft's second statement is still inaccurate.
Microsoft still claims that NDS for NT renders the NT Server non-C2 certified [for security]; when in fact, it never was C2-certified, Simpson said.
Simpson said "you can bet the Department of Justice is paying very close attention to this,"
Now that Microsoft is recanting, customers should feel comfortable deploying the product," he said.
At least one analyst agreed with Simpson that "Microsoft tried and failed to pull a scare tactic. They were yet again acting anti-competitive.">

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Microsoft just kicked Novell in the teeth. How many customers are going to remember that Novell had pearly whites before it ate the boot? Damage done. Novell does something to NT that MSFT is concerned about. Message --- better stay away from Novell products.

Novell ought to deliver a complaint about anti-competitive practices to the DOJ from Mr. Bradford and not rest upon the alleged value of the shame MSFT has received for their scare tactics. Bill Gates hasn't got any shame. The tactics will be repeated.

<Neil MacDonald, an analyst at the Gartner Group, added that "issuing such a harshly worded statement was the wrong thing to do if Microsoft's top executives are trying to establish a kinder reputation --that's why they yanked it after hearing the backlash.">

Does Novell have the will power it takes to follow up on this with the DOJ? Or will they end up like Trotsky. (He failed to move against Stalin when he had the tactical advantage.)
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