>>You are avoiding the question, so I will restate it more clearly: Why are their a large number of Novell customers defecting?>>
DownSouth:
Counting "application server defectors" is like me saying I left home on my bike or skateboard when in fact I still use my car to do the major things like commuting, running errands and picking up the kids.
Novell's technology is capable of doing more heavy lifting than NT right now and for the forseeable future.
You have to look behind the smoke to see what's really happening.
I posted this earlier today elsewhere......
=============================
Subject: INTERNET WAVE 2 GATHERS MOMENTUM....
Date: Thu, Oct 22, 1998 22:15 EDT
From: FKSmart
Message-id: <19981022221554.04394.00005440@ng67.aol.com>
Posted on SI.....
To: Ghassan I. Ghandour (24028 )
From: Frederick Smart Thursday, Oct 22 1998 10:14PM ET
Reply # of 24030
INTERNET WAVE 2 GATHERS MOMENTUM....
>> who knows, maybe we have in our hands the new star in the family of InterNet stocks.>>
Ghassan:
Cheers and agree 100%!
Question: What is Internet Wave 2?
Answer: It's when corporations have to decide - either open up to the power of the Net or die in a massive unbundling that will gather steam as competitors that open up to the Net begin the process of unbundling your client base.
Question: What does unbundling mean?
Answer: It's the process though which a competitor beats you in the game of finding, factoring and developing a new, unique channel of trust between them and the delivery of a competitive product.
Unbundling happens whenever a competitor opens up and reaches out more to find and fullfill end user demand and preferences.
Companies that open up the the power of the Internet are not just making their websites fancier. They are making their websites into completely new and more powerful "portals" of the corporate enterprise.
Today, NDS is the ONLY intelligent, integrated portal platforms of the corporate enterprise. NDS is the new "open platform" foundation for building all kinds of new hooks, services, loops and other automated data sychronized reporting modules that actually can and will make legacy enterprises dance, sing, jump and run.
Growth during Internet Wave 2 will all be about going "high" - ie. not expecting customers to come to you, but embracing the power and openness of the internet in ways that will reach out and bring the enterprise to the people.
NDS is "high". NDS is open. NDS is the new intelligent platform that really makes the Intenet deep, robust and ready for a truely interactive wave that prepares the way for the full sound, video and data bandwidth explosion that lay ahead.
Internet Wave 2 is all about the rise of Internet-fired and NDS-Directed Application Servers that will pull power away from local PCs and local OSs toward this growing vitual mega space where storage and power is unlimited.
Internet Wave 2 has caught Microsoft and companies that put all their eggs with NT with their collective pants down. Companies HAVE to open up to this new potential power of the integrated "open" enterprise that's fluidly linked to their employees and customers via the Internet.
Internet Wave 1 did nothing to unbundle and threaten.
Internet Wave 2 does EVERYTHING that could potentially unbundle and threaten.
Internet Wave 1 was simply reflecting the old business models onto a new platform.....
Internet Wave 2 requires ALL companies to embrace a completely NEW business model that requires opening up and turning over development and distribution networks to end users.
If companies don't embrace the new business model of the internet - ie. open, extend, share and give - their competitors that DO open up with be able to conduct a classic "trust arbitrage" with their cliens: 1) sell the trust of your clients short while 2) using those credits to buying completely new linked networks of client trust with concrete examples of power and openness that bring the corporate enterprise into the customers lives and
businesses.
Novell is leading Internet Wave 2.
Microsoft never lead any wave, period.......
The power, duration and magnitude of change during Internet Wave 2 will make Internet Wave 1 look like a joke.
Directory wars will make browser wars look quaint by comparison.
Microsoft WON'T be able to "pull a Netscape" on Novell during Internet Wave 2. The DOJ will be watching too closely. |
