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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Pruguy who wrote (25374)2/11/1999 9:27:00 AM
From: ToySoldier  Read Replies (1) of 42771
 
Pruguy,

There is one major point that your statistic is missing.

The survey asks "how many of those surveyed intended to buy Windows2000?". Nowhere in that question did it state that they would ONLY buy Windows2000 and completely stop purchasing any other OS.

With that being said, I would bet that well over 50% of that initial 50% of those surveyed will also be purchasing NetWare5 and NDS. So your statistic is not one that would worry a NOVL investor.

Just last Friday I was called into a strategic architectural meeting with the lead technical architects of a major Canadian Insurance/Investment conglomerate. They have made some VERY VERY strong (to the point of blind bias in the past) commitments to MSFT-everything technology. But in our discussions, they are convinced that NDS is the only Directory Service in the market. They will actually be piloting NDS this year to potentially take advantage of NDSforNT. This alone will remove a major limitation of Domains (multiple domains and the disasters of Trust Relationships). They are also looking at upgrading their remaining NetWare 4.11 servers to NetWare5 to take advantage of pure IP and the mounting of 50GB+ volumes via NSS.

This customer is a good indication that the MSFT message of please wait for us to get out NT5 and Active Directory is wearing very thin with the large corporate customer. There are mature solutions out there to be used now, why should they wait for their competitors to take advantage of these technologies while they sit and wait for MSFT to develop and mature theirs in the next 3-5 years.

That is why I think MSFT is entering a very rough few years and NOVL has a TON of potential.

Toy
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