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: Scott C. Lemon who wrote (23307)	7/31/1998 8:44:00 AM
From: MZIP	Read Replies (1) of 42771

Hello, I was getting a little carried away... I.E. it is the desktop that is helping Microsoft take over the world... Make now mistake... MSFT is moving more onto the Internet where the REAL money is to be made... I was using the desktop arena as a arguing point to where NOVELL is going... I.E. If they don't make a reason to install their software on the Network or Desktop... They won't exist.... MSFT is using their desktop/OS to control Browsers.... Portals, etc.... etc.... etc.... The desktop war has been lost.... Microsoft owns it...Unless someone can come out with something like for example an all JAVA os... (Sorry, I had to say it...) Even if this is better than MSFT's products it will still loose until it makes it onto every PC being sold in Best Buy for example.... So the real question is if MSFT owns the desktop/OS, and IP network... What are companies like NOVELL going to do to expand their niche of products.... If I can purchase PC's and connect them to the network without NOVELL which I can.... I would be a very nervous NOVELL stock holder.... What is going to drive my company to purchase NOVELL products besides the fact that my network Admin guy is a CNE.... The Novell products are not NEEDED to support an IP based network.... Plain and simple.... The NOVELL stock price reflects this... I have been singing the UNIX/IP network crap since the early 80's... If watched the UNIX community with a high quality OS argue about Motif and Open Look.... They Lost their chance with a better product.... Netware might have millions of windows clients.... I.E. there still alot of mainframes around, but you don't see me taking any classes on COBOL.... I.E. where is the market going? Where does NOVELL fit into the future.... I understand where NOVELL used to fit in... I don't see where they fit into the future.... A new CEO comment is not going to change my mind... See ya at $6/share...

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