Some AOLer's Think I'm On Drugs.....
Nice To Know I'm On Drugs...
>>IDA, Are you on drugs or what? Bandwidth moves slower than softeware upgrades. We are just now seeing cable modems come to market for fairly high priced services (that's debateable, I aggree, but $40-60 a month for internet service isn't cheap fair for the masses) and for digital airways broadband like Nextlink's new aquistions are years away. The cable companies and the phone companies like ATT seem to be in stronger not weaker positions. At the same time, you never hear a business say I'm going to Netware it's so great. It has been a constant move to NT and windows based software for corporations as well as households. What planet are you coming from?>>
It's GREAT to be in the minority!
This means that there is so much more upside to this move.
HTurley, I really appreciate your feeback.
What's so exciting is that the entire world is still stuck in the "old mindset" - PC's, chips and boxed windows-driven apps. Look at the companies that have been feeding from this trough: monopolists such as Intel & Microsoft and the OEMs that hitch their sails to these legacy ships that still require windpower.
You can bring these ships into harbor and then into drydock, fold up these sails and think wistfully about the quaint old days of the PC.
Chip speed is becoming more and more irrelevant. RAM is losing it's impact. Even local storage is becoming irrelevant. You can get DSL 24X7 webtone connections that blow out the most detailed color graphic on the web in less than 1.5 seconds. Pricing will be very competitive AND support from 8-6 separate phone lines to boot.
The telecom world is being completely unbundled as we speak. This is a trillion dollar industry and the expanded services I can get right now are simply amazing - from 4.9 cents LD to FREE. Example, I can get FREE long distance right now from ANY phone to people tied into proprietary intranets. I can send a fax or voicemail to anyone with an email address to anyone in the world for FREE - to an unlimited number of email addresses.
I can get my email to talk back to me. I can talk to these services and get them to talk back and work as a virtual assistant for FREE.
This is the world of exploding bandwidth that has not yet reached your front porch. But its out there and the energy behind this movement is incredible.
The killer app of the world today is BANDWIDTH. The PC, Windows, NT and all the rest will become irrelevant.
What WILL become extremely important are secure development platforms which cos. can use to create content and feature-rich visual/voice and data presentations via these super-fast webtone or broadband connections.
What WILL become extremely important are intelligent & secure switchboards that maintain databases of objects that automate more and more about administration, access and virtual connections via the net from anyone, anytime, anywhere.
Novell's NDS is ALL over this "space" right now. The Lucents, Nortells and Cisco's of the world will hit up the corporate enterprise markets for hardware-driven NDS apps - these are the BIG and bocky sales that will bring tremendous exposure to NDS as an intelligent app support and development layer. Much of these earlybird enterprise sales will be very basic, but they will lock in NDS to more and more accounts. But here's when the bandwidth and server app developers start moving in. This process is underway as I type this. The best and brightest developers are moving into the "open platform & open space" world of bandwidth. Visual Basic will be a dinosaur soon. So will Active X and the rest of the 100% Windows-driven apps. Microsoft's retreat from Java will be the kiss of death.
The bandwidth train left the station early last year. NDS has the potential to become the "new tracks" for cross-platform apps on the internet.
The momentum behind whatever moves you are seeing toward NT has slowed down considerably since early '98. Look at your figures. Netware 5.0, BorderManager, NDS for Native NT later this year and the rest of Novell's bandwidth-rich NDS-driven apps comprised 88% of Novell's revenues this past quarter. Operating revenue doubled. Net income got pasted due to selling Corel stock. We hit .09 before dilution.
Novell has turned the corner.
They do need to embrace a more viral & tribal marketing approach. I will be meeting with them the week after next and will plant whatever seeds I can along this line.
I don't think I have to tell you this, but just know that the world is changing rapidly and radically. You comments remind me of the driver that talks about "the road ahead" while looking in the rearview mirror.
Keep badmouthing this stuff. I AM ON DRUGS and quite pleased with the results.
Best.
GO!!
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