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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Pruguy who wrote (25374)2/11/1999 1:58:00 AM
From: Bearded One  Read Replies (1) of 42771
 
At the GS conference it was noted that 50% of those surveyed intended to buy nt2000....I presume this survey was of large companies....assuming this is the case, then chatter aside,,,,,what will make novell go up if everyone is buyint nt

Math:
Percent of those surveyed who intend to buy Windows 2000: 50
Percent of those surveyed who will buy Windows 2000 in the next year: 0

Windows 2000 is not out and won't be out for at least a year, probably two years.

Meanwhile, Novell's NDS works with Windows NT 4.0. Simply put, Novell has no competition for at least a year, probably more.

Personally, I think the situation is even worse for Windows 2000. My reading of the past week's stories out of Redmond is that they're going to have to toss major pieces of code. My guess is 2002 before they have all the functionality they promised a year ago.
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