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

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To: EPS who wrote (24637)12/9/1998 2:17:00 AM
From: PJ Strifas  Read Replies (2) of 42771
 
Hello!

Sorry in being late, I've been dealing with a PC Meltdown courtesy of of MSFT's MS Office SR-2...that's another story :)

OK, from what I understand, CSCO has their own idea about Directories and it doesn't include Novell. There's one undisputable fact here, Novell NDS is a proven working/shipping product and supporting it would mean giving their ONLY real competitor a clear advantage.

Could you see CSCO actually having success in migrating NDS users to their IOS (Internetworking OS) which runs on their equipment??

That's why they made their move to go with MSFT. From my view, it was the best course of action for them. They would get the opportunity to create the de facto directory services for what many believe to be the NOS of the future (NT 2000/5.0).

I recently had a chat with 2 CNIs (Certified Novell Instructors) who had visited the Provo Campus for some in-depth work with the next version of NDS. They tell me that CSCO begrudgingly accepted what their clients were screaming for them to do, support NDS. In fact, CSCO was actually supporting NDS on a case-by-case basis before the announcement.

Actually, CSCO's only opening APIs to NOVL to allow them to make the necessary hooks into CSCO's own IOS. Most of this follows the standards CSCO and MSFT are pursuing under the DEN (directory enabled networks) task force.

There is no license agreement or bundling agreement between the 2 companies. Basically, either Novell Consulting Services or Cisco will make the necessary adjustments to whomever wants NDS support on their network(s). And from what I understand, a client has to ASK for this support.

I'll try and get you some detailed information from other sources so that you can make your own judgements.

Peter Strifas
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