SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novell (NOVL) dirt cheap, good buy?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ToySoldier who wrote (21103)3/15/1998 1:27:00 PM
From: Carlos Leyva  Read Replies (1) of 42771
 
Toy Soldier,

You have listed all the technical reasons why this is true and Novell probably has a strong, maybe even compelling story to tell, however is the market buying it? If the market is buying it and Novell is starting to due damage with the story from a marketing perspective then it should challenge in this space. However, if the market is not buying it then regardless of the technical merits Novell should move on, concentrate on NDS, concentrate on coexisting, concentrate on significant value add on top of NT etc. The NT freight train is gaining strength regardless of how good it is technically. Microsoft will continue to freeze the market until NT is as capable/superior to the competition. It is doing the same thing with respect to all the Unix vendors, most of which have conceded that NT will dominate the enterprise, it is only a question of when (i.e. NT = MVS in the next five years). Will some companies that drink this juice experience pain? Absolutely. Try running a terabyte Data Warehouse or SAP implementation on NT today. It is an absolute disaster and abortion! Is this slowing down the NT in the enterprise train? Absolutely NOT. Will Unix go away? Absolutely NOT. Will it become increasingly less important. Absolutely. I agree with you on the technical merits, however you are totally underestimating the power of the drones...

Carlos
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News