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: Spartex who wrote (20565)	3/3/1998 9:15:00 PM
From: Paul Fiondella	Read Replies (1) of 42771

Watching CSPAN & Gates Actually watching Bill Gates lie to Congress --- 'we are not a monopoly' is like watching Saddam Hussein claim that he is only interested in Peace. I though McNealy was outstanding. He grasped the crux of the issue. (1) MSFT is a monopoly by virtue of its 90% control of PC OS sales. (2) MSFT the OS monopoly is in a position to control the entry points, the on-ramps to the Internet (3) Anti-trust laws were formulated to prevent monopolies from constraining the development of commerce by use of their monopoly positions to restrict competition(4) MSFT has used its monopoly position to constrain commerce --- predatory pricing (giving away their browser and anything else NSCP produces), signing exclusionary contracts (you cannot have other peoples browser icons on your lead web page), and engaged in anti-competitive licensing practices (telling CPQ it would not get the OS thus threatening to put it out of business if it distributed NSCP's browser) (4) Therefore Congress ought to insist that the executive enforce the anti-trust laws already on the books. Said Barksdale, its no big mystery about what MSFT is doing. IT gave away the browser for free. When Win 98 comes out the price of the OS will increase and the "free" browser will be part of the higher priced OS. You will not be able to get a lower priced Win OS without the browser. There is no way that NSCP can sell a browser product in this situation. Orin Hatch was in command of the issues, well briefed and asked very very intelligent questions. If I lived in UTah I would watch the hearings tonight on CSPAN cover to cover. Or tape it. But watch them. Every Novell employee should look at Barkesdale, whose hair is noticeably greying and who is obviously under as much stress and pressure in these hearings as Gates and understand that that could be Schmidt after MSFT releases NT5.0 with a free directory. Novell does not have a lot of time. MSFT is 200 times larger than NOVL. Not a single person volunteered that it was possible to compete with MSFT in a market that they sought to dominate. MSFT certainly wants the Intel server market and Novell is squarely in its sights. NO one in the industry has a strategy to deal with being in MSFT's monopoly gunsights. Only a political strategy will work at this point. I heard that Bill Clinton was in UTah skiing. Well if I lived in Utah I would take a sign to the ski area that said "Mr. Clinton I want to keep my job, Enforce the anti-trust laws".

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