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

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To: Eric Hall who wrote (4938)11/14/1996 10:30:00 PM
From: Salah Mohamed   of 42771
 
Hi Eric..I think Joe referred to this article in one of his posts.
What do you think of it?

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NOS Vendors Search For New
Leadership (11/14/96)
By Sharon Fisher, CommunicationsWeek

From the article:
Unfortunately for those vendors, the new positions are likely to be less profitable, MacDonald said. "There's lots more money to be made selling a platform like NetWare or Vines, but the market is moving away from it," he said. In addition, vendors like Microsoft and Netscape, by giving away software such as Web browsers, are trying to drive the industry toward a commodity market, he said. "That's why there are disappointing financial returns and they're searching for new leadership," he said.

**Comment** Are web browsers going to replace NOSs?. I wouldn't think so.

techweb.com

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Regards

Salah
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