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

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To: PJ Strifas who wrote (24708)12/13/1998 2:39:00 PM
From: ToySoldier  Read Replies (1) of 42771
 
Strifas,

You might want to clarify "left out in the cold". I dont see that NOVL losing its Netscape FastTrack Web server suit that they ported from Netscape. They have a license to use this software for a several years (I remember 10 years) and the recent partnerships with Sun will not affect the FastTrack software that NOVL has ported almost completely by themselves (NSCP all but dropped out of the Novonyx startup company and NOVL basically did it alone).

Also, regardless of the licensing arrangement, I'm sure the relationship between Sun and NOVL are strong considering the overlap of many key players from Sun now in NOVL. I dont think Sun would do anything to hurt NOVL's current direction - considering that NOVL is a strong Java pusher.

toy
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