Novell (NOVL) dirt cheap, good buy? Message Board

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

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To: Paul Fiondella who wrote (24759)	12/23/1998 3:24:00 AM
From: PJ Strifas	Read Replies (1) of 42771

OFF TOPIC but relevant: The AOL Netscape deal was NEVER only about software, trust me. If there's one company I know it's AOL. They don't do anything like that anymore. For them, it's all about the marketshare and the portal and e-commerce. They want to cut their best competitor (web portal) at the knees much like they did CompuServe. They didn't buy CompuServe for anything other than it's brand and the fact that the brand name was accepted by business customers. AOL tried for years to get AOL Enterprises to help create online areas (private) for corporate clients. They had some success (Century 21 Realty is one such story) but they could never break into the mainstream Fortune 1000 companies. CompuServe filled that void in AOL's brand. Now Netscape will do the same thing for AOL only it will be e-commerce that's the prize this time. It's the e-commerce and the internet play that makes this deal attractive to them. Remember, AOL is based on a proprietary system (content-wise) and they really need someone to help them make that move to internet-standards et al. Sun Microsystem will do that for them with their hardware and Netscape's software (webservers, e-commerce servers, transaction servers etc) and Java. I won't kid myself, they have made this move at a good time, when ANYTHING seen as competition versus REDMONIANS will receive the graces of Federal Big Brother. Peter Strifas PS - For the record, I think MSFT is wrong in their view of MSIE and Windows95/98. If MSIE is integrated into the OS, they why do they build browsers (seperate applications) for other platforms? Do they build file managers for UNIX or Macs? NO so why a browser? Actually, I'd like to see the industry do something about MSFT's OEM licensing tactics but unless someone builds PCs and sells them without sending $$ to Redmond, that won't happen. If anything, the FED has opened some eyes to some of the truth. Don't even try and defend MSFT nor point to others having done the same thing. That doesn't disprove what they have done, nor lessens the (negative)impact they are having on the industry.

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