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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Loring who wrote (24643)12/8/1998 2:46:00 AM
From: Frederick Smart  Read Replies (2) of 42771
 
>>More importantly, what do you think is the effect of exploding band width on corporate networks, and specifically, to the existing Novell product line?>>

Exploding bandwidth is the ultimate can opener which will force every enterprise network to open up.

How does this impact Novell?

Before you can open up, you need the intelligence, administrative power, security and the throughput to be able to handle all the zillions of bits and bites (data, video, voice) that will explode, expand and radiate within and across networks.

Novell's greatest strength is in its core vision that supports the many new and challenging demands the internet will make on corporate networks.

More corporations will be forced to reconsider and recommit to Novell when, over the next 1-2 years, Microsoft will not be able to offer a secure, scalable enterprise networking solution that is also Directory enabled.

What people are missing is that you don't have to throw NT out the window - unless of course they end support of Java and they piss the entire world off which would be a collosal mistake. NT is an application server, period.

NT needs Novell more than Novell needs NT.

Gates knows he must come to grips with the power of Novell. NDS is gathering steam. You HAVE to have this technology.

Just wait for the developers to jump on NDS - its already happending. Nortel, Lucent and Cisco will make sure of this.

I think the marketplace is underestimating the massive predicament Microsoft is in right now.

The turn is well behind us and Novell has a ton of potential.
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