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: Paul Fiondella who wrote (21141)	3/17/1998 9:45:00 PM
From: Scott C. Lemon	Read Replies (1) of 42771

Hello Paul, You stated: > IBM has no desktop OS, they use WinXX. Does that stop them from > selling computers? Similarly when they want to sell a department > level server do they care which NOS goes on it? No ... my current analysis says that they don't care - as long as it runs Java! Mark my word that they fully recognize the ability to "out abstract" Microsoft with Java ... > IBM has already made the decision to go with NT. It was quoted here > most recently by me and some time ago by Joe. So what is the logic > of your argument, that IBM should give up server sales to protect > OS2? They aren't going with NT ... they are working to "love it to death" ... they recognize the true power of Java ... > I don't think so. Most OS/2 customers that I have spoken with have been influenced to start migration to Java on OS/2 ... it's just becoming a platform for the JVM. I don't think that IBM has long term goals with OS/2 IMHO. > Incidentally, name the OS the HP sells? Or does HP care as long as > it moves boxes. Move boxes ... they are very much moving hardware ... IMHO. Scott C. Lemon

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