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

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To: Frederick Smart who wrote (25702)3/1/1999 10:09:00 AM
From: PJ Strifas  Read Replies (1) of 42771
 
Hey Fredrick,

Whenever someone tells you that the world is migrating to MSFT's NT OS, ask them to prove it beyond what MSFT's press releases have to say.

MSFT's marketing skills have everyone thinking that the world is tripping over themselves to install NT everywhere meanwhile the truth is far from that.

Sure NT has a great following and many companies are installing it but those installation are NOT always replacing NetWare (or OS/2 or UNIX) as MSFT would have you believe. In many cases, NT is added to the existing network for specialized services (webserver, exchange, SQL)

Some other things to note:
1) I refer to NOVL's conference call and their numbers which show NetWare sales growing.

2) Some months ago MSFT has to retract a press release about DELL Computers replacing their NetWare network with NT. DELL came right out and said it was a "misleading" press quote since they were deploying NT in their marketing department only and not on their factory floor where NetWare is the OS of choice.

3) I posted an article regarding the Chicago Mercantile Exchange consolidating their 70+ servers (mix NT, NetWare) onto 14 NetWare 5.0 servers. (sorry I couldn't find it right now...)

There are many more but there is little space here :) Can you give me a path to that AOL message board. I'd love to do some posting there :)

Peter Strifas
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