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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Spartex who wrote (25827)3/6/1999 2:17:00 PM
From: Greg Jung  Read Replies (3) of 42771
 
No I don't miss the point. That a certain centralization is possible doesn't mean that it will be implemented. People are generally more comfortable being in (more or less) complete control of the equipment they buy, and generally group themselves into clans within larger organizations. Generally I am of the opinion that the dirty work performed by legions of specialists will eventually be trivialized and automated, but not at the $40 billion price tag advertised, and if history is any guide things will actually get more complexx, not less.
Central management will more likely arise from a commonly accepted protocol embedded in all connected OSes, and there's no hope for Novell software to monopolize the control functions. Meanwhile its a useful gadget that will make some sales, but Novell's good fortune in future will have to be earned from products with wider span. And generally for each new functionality there will be three or more large houses creating solutions for it. Winning will be based on merit, marketing, and muscle. I'd vote IBM as the premier marketeer, muscle to Microsoft with Novell in a distant slot in those two categories.
I'm sure its cliche in this group that merit is one of the least important ingredients.

Greg
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