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

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To: Joe Antol who wrote (4123)10/15/1996 8:44:00 PM
From: Salah Mohamed   of 42771
 
Hi Joe...About IBM & NDS

>>That *is* a big win for NDS...<< Would you enlighten us a little bit more, it would be appreciated.

Here is another item about ORCL & NOVL:
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VarBusiness
Updated October 14
Will NetWare Users Get Oracle's Parallel Database?

Experts who follow the database market are talking a lot about Oracle's new Parallel Server for Windows NT. By opening up the APIs for integrating third-party technologies and products, Oracle is likely to become a darling to some third-party developers interested in seeing their applications running smoothly in a clustered Windows NT environment. What many people don't know is that Oracle has developed the same capability for Novell NetWare. It even showed a
demo of the Parallel Server Software running on NetWare to a recent gathering of Oracle's users group. Whether Oracle will release the NetWare technology still remains a question. Oracle may or it may not. But you can't blame Oracle if it holds back. The last attempt to extend its technology to NetWare was not a "raving success," according to Oracle's own chief executive, Ray Lane. He told VARBusiness in February 1995 that neither Oracle nor Novell could figure out
how to market OracleWare very well. Still the prospects of getting clustering technology into NetWare is fascinating for some VARs. Never satisfied with Novell's SFT III solution, they welcome any high-availability solution that will prove competitive against Windows NT clusters.
T.C. Doyle
techweb.cmp.com

Comments:
1. I don't know why they have FEB96 in the URL.
2. >>He told VARBusiness in February 1995 that neither Oracle nor Novell could figure out how to market OracleWare very well.<< May be Novell figured it by now
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Finally, A little more about Novell & Netvision

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Communication Week
October 14, 1996
Issue: 633
Section: Top Of The News

Novell Turning Again To Old Ally for Help -- Talks reopened with NetVision on Synchronicity

By Sharon Fisher

Novell may be throwing in the towel on its NetWare-NT directory synchronization utility in favor of the third-party technology it planned to use in the first place.

Novell's on-again, off-again partner NetVision Inc., Lindon, Utah, will ship its Synchronicity for NT next Monday. The product lets network administrators manage NT and NetWare servers from a single console. It also synchronizes changes made to a server with other servers on the LAN.

The Negotiation Process

Novell had announced such a product as the first phase of its project to provide its Novell Directory Services on Microsoft's Windows NT. At first, the company said it planned to license the technology from NetVision, but talks broke down last summer. Instead, Novell decided to develop its own product, code-named "Tabasco," which was demonstrated at NetWorld+Interop last month. Since the original announcement, the product has missed its due date and is now due early next year.

According to Todd Lawson, chief technology officer at NetVision, the companies have reopened negotiations.

Initial talks fell apart over price, Lawson said. "Novell thought we should give them the product and use the underlying technology for other products," he said. "That was an unacceptable solution for our proposal."

The companies began talking again around NetWorld+Interop, Lawson said. "They started to figure out how difficult it was, and it became apparent that our solution was going to be a lot better than theirs," he said. He added that he is not sure whether the companies ultimately will come to an agreement.

Novell could not be reached for comment.

Users said they didn't much care which company ultimately provides the technology, as long as it comes to market.

"At this point, it really doesn't matter, just so long as we get it," said Thad Hymiel, chief technologist for the Vision 2000 project at Hibernia National Bank, New Orleans.

Wait Until It Works

"Whenever something works that supports NDS," said Walter Czerniak, director of computer and telecom operations for Northern Illinois University, in DeKalb. "We'll wait until they're done arguing and figuring it out, and when it works, we'll use NT more."

NetVision also is talking with Microsoft about making sure Synchronicity for NT works with the forthcoming NT 5.0 as well as the current NT 4.0, Lawson said. Novell and Banyan Systems, which also integrates its StreetTalk directory with NT, have complained that Microsoft has not released crucial application programming interfaces that make developing such products easier. But Microsoft apparently is considering releasing those APIs now, he said.

Microsoft could not be reached for comment.

Copyright * 1996 CMP Media Inc.
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Regards

Salah
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