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

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To: EPS who wrote (24694)12/13/1998 4:46:00 AM
From: PJ Strifas  Read Replies (2) of 42771
 
Hello!

Actually NOVL is the odd man out in the SUN/AOL/Netscape deal. Remember that NOVL bundles Netscape's FastTrack server (as well as other web-enabled server software) with their flagship product (NetWare).

Now that Netscape's server software will be handled by Sun, that may leave NOVL without the software it needs. Then again, Sun may just turn around and ink a deal with NOVL that will boost Java even higher (seeing that NOVL has a HUGE installed base).

Remember this, NOVL's network operating system has been ranked the fastest (in terms of Java Virtual Machine throughput) so...

Peter Strifas
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