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)	7/31/1998 1:48:00 AM
From: Scott C. Lemon	Read Replies (2) of 42771

Hello MZIP, Welcome aboard. Looks like you joined SI to post on the Novell thread ... and it's always good to have new input. I have some questions about your comments ... You state: > The real question is what is NOVL going to do to take over the > desktop? How would you react to me if I tried to convince you that > SOLARIS is going to take over the world? The personal desktop is > where the REAL money is to be made As someone always doing research and analysis of the computer industry, I'm curious what you see happening in the future that leads you to this conclusion? To state the "personal desktop" is where the future lies, and where "REAL" money is made goes contrary to much of what I see happening in the industry. To me it appears that Microsoft is even moving further from the desktop as they continue to invest heavily in their on-line services and "portal" at Start.com. It seems to me that the real money is now moving into the fabric of the 'net, and the services being developed to provide network delivery of applications and information. Desktops seem to continue to be a low margin commodity area, and as computer shipments continue to slip a little, I think we'll see more intelligence being built into cell phones and PDAs ... easier to carry and becoming more powerful. I'd just be curious about which aspects of the desktop are expanding markets that should be invested in? Also, you compare several different OS's ... but then include NetWare in the mix. NetWare has never been a desktop OS so far ... but it has millions of Windows clients. How would you envision NetWare "taking over" the desktop? ZENWorks is starting to move in that direction ... but it's not to take over ... it's to make Windows better! ;-) I'd like your viewpoint. Thanx! Scott C. Lemon

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