How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 485.49

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Nov 26 3:59 PM EST

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To: Bearded One who wrote (12027)	11/5/1998 8:03:00 AM
From: rudedog	Read Replies (1) of 74651

Which resources would that be? The installed base of 40 million There are about 2 million Netware 2xx and 3xx systems, and about 2 million 4xx systems. Where does this 40 million number come from? There is reason to believe that a majority of the 4xx bas will go to Netware 5, but there is equally good reason to believe that the 2xx and 3xx base will go somewhere other than Netware - after all, they did not upgrade to 4xx. Many in the industry think that as much as 50% of the older base will shift to NT rather than upgrade or patch their existing systems. Novell has made an interesting strategic shift in the last year. They may succeed in developing a new business based around directory services and policy-based technology, but at the moment their revenue comes from the decaying base of Netware users. Their success in making the transition is far from assured, and their track record in getting their internal culture focused on anything but their aging NOS has not been good. Although ToySoldier has had some interesting and provocative posts about the directory services market, I would not put him up as an expert on Novell culture or technical internals.

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