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: MZIP who wrote (23289)	7/30/1998 4:39:00 PM
From: E_K_S	Read Replies (1) of 42771

MZIP- I too think SOLARIS will become the "enterprise OS of choice" and have invested in SUNW to take advantage of this forward looking trend. I have a small position in Novell as I think their longer term plan to implement their JVM (Java Virtural Machine) into Netware could be a big hit in the enterprise. What really gets me excited is the recent addition to their BOD of a Mr. Bill Joy the "GURU" of JAVA and JINI. Read the latest article on Bill Joy in WIRED magazine. Very interesting and forward looking. Novell could be the network of choice that monitors and administers many of these JINI embedded devises. Imagine your water and electric meter monitored over the network....vending machines...gas station tanks etc.. CEO Schmidt has built the JVM engine and software management systems to allow their enterprise customers to control such tasks. The next major events for CEO Schmidt (IMO) is to (1) optimize the JVM engine, (2) tightly integrate Netware with Windows NT (where NT is configured as a small departmental network where scale and network size is not an issue) but Netware controls the larger enterprise functions and (3) finally create the necessary hooks so Netware will run seamless in the Solaris or Unix environment. I guess in summary, Novell software could be the answer for many IP shops to link together mission critical SOLARIS and UNIX machines with the Windows world (small networks and clients). Many of these other companies are working on a JAVA and JINI complete solution but I think Novell may have a better overall approach and of course they do have a large installed customer base. We will just have to wait and see how it all comes together. EKS

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