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: Frederick Smart who wrote (25351)	2/9/1999 12:48:00 PM
From: ToySoldier	Read Replies (1) of 42771

One little hint Frederick... The company is Banyan. Just a content correction. I predict that MSFT is soooo far behind on its own attempts to make Active Directory work and provide any value on its initial rollout that it will eventually just use the core components of Vines. I predicted that MSFT would buy Banyan and its Vines technology over 2-3 years ago. I guess MSFT should have listened to me - lol. It only made strategic sense then that MSFT was already soo far behind Novell's NDS 3 years ago that their only feasible alternative would have been to do what they have always been good at - buy the technology that they are totally inept to create themselves. But I guess MSFT's egos were to big to admit that they were not able to develop true Directory Services similar to that of Vines or NDS. A big mistake on the strategy makers at MSFT because they wasted 3 valuable years trying to re-invent the wheel only to have to resort to taking Vine's technology anyways. The bad thing for MSFT and a good thing for NOVL is that in the past three years, NDS has overtaken Vines in its product maturity, scaleability, functionality, and overall industry acceptance. If MSFT would have taken and developed around Vines 3 years ago, they could have put development effort into enhancing Vines to meet MSFT's "Take over the world" homogeneous technology and they could already have been on the market with an "Active Vines" for current NT servers. Good thing for Novell that MSFT's ego got in the way of common sense. Otherwise, Novell would likely be a dead or bought up company today. As a result of MSFT's inaction, NOVL is now positioned as the clear leader in Directory Services and MSFT is still 3+ years away from having a product that could come close to competing with today's version of NDS - much less the version of NDS that will exist in 3 years. Just some thoughts... Toy

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