SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novell (NOVL) dirt cheap, good buy?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gary Ku who wrote (24150)11/2/1998 10:41:00 AM
From: Peter Bernhardt  Read Replies (1) of 42771
 
MSFT is stepping up its effort to help NOVL customers to migrate from Netware to NT's and it is quite successful.

While MSFT may certainly be increasing its efforts to convert businesses from Netware to NT, I doubt, given the ongoing delays with NT 5, that they're having much success.

It also may be true that the loss of key personnel sometimes heralds problems for a company. However, you offer only the single proof that an executive at Novell has sold a number of shares (indeed, you have pointed this fact out many, many times on this thread). However, how this equates to a loss of customer base, much less should "convince" Novell investors that the company is in serious trouble, is beyond the wit of man.

Contrary to your unsubstantiated assertions, given the current state of the NOS market, companies are more likely considering upgrading to Netware 5. It remains, despite all the marketing hype, a superior file and print server. And NDS remains a superior network management system. Add to this the fact that Netware 5 supports pure IP, the only thing holding back IT departments from upgrading their current versions of Netware to 5, might be, ironically, the need to support legacy applications running on IPX.

- Peter B
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext