Hi EKS...Here is one more rumor.
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PC Week - Spencer Katt
From the article:
No confirmation to the rumor that Smiling Scott
McNealy is planning to author a book on "1,001 Ways
to Learn to Love Windows 95." However, now that Sun
Microsystems is licensing NDS from Novell, Monsieur
McNealy is once again being rumored as a potential
white knight to save Novell.
pcweek.com
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On other subjects:
The following article is very well written and balanced about NDS. I
highly recommend reading the whole article.
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Network Fusion
Lost in directory space: Novell sees the light (and how not to use a
Ferrari)
By Mark Gibbs
11/18:/96
From the article:
However, every now and then, along comes a piece of clear, competitive
thinking that deserves recognition. Therefore, the Gibbs Institute
recognizes Novell for opening its Novell Directory Services (NDS) to
the market.
What's interesting is that NDS is turning into a network service
gorilla. The NDS core already comes with a slew of APIs that allow for
a huge range of operations on directory objects, and the future
promises a Lightweight Directory Access Protocol API, a Domain Name
service server and a Dynamic Host Configuration Protocol server.
In an important sense, this represents the reinvention of NetWare.
Despite the marketing wars between Novell and Microsoft, I don't
believe they are really in the same markets.
Just consider: NT is an applications server and a pretty damn good
one. It is essentially an information technology tool. On the other
hand, NetWare is the most powerful file and print server with
industrial-grade security. It is essentially a data processing tool.
This differentiation is important. If you're buying NetWare for
personal productivity, you're buying it for the wrong reason. If
you're buying Windows NT for enterprise service, the same applies.
Go to:
nwfusion.com
and search for Novell
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About earnings, here are the latest Zacks Earning estimates for Novell:
MEAN HIGH LOW NUMBER
FISC YR END 9610 0.35 0.51 0.31 20
FISC YR END 9710 0.88 1.00 0.60 18
QUARTER END 9610 0.18 0.21 0.15 13
QUARTER END 9701 0.18 0.20 0.15 7
NEXT 5 YR GRTH (%) 15.23 30.00 5.00 15
Note that earning estimates for Q4-96 and Q1-97 are the same. This is
because Q1 has less working days as I discussed in a previous post.
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Regards
Salah |
