Novell (NOVL) dirt cheap, good buy? Message Board

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

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To: Spartex who wrote (25828)	3/6/1999 2:22:00 PM
From: ToySoldier	Read Replies (1) of 42771

It is a bit confusing, but I have seen the Novell demo of SCADS with 150 million objects while at the Global Partners Summit. So 50 million objects is a wild understatement of its capabilities. In fact, I heard from Novell Engineers that they want to demonstrate a 1 billion object tree by the end of summer!! 1 BILLION OBJECTS! That makes MSFT Active Directory nothing but childs play only to be used by small mom&pop outfits. I also understand that SCADS (NDSv8) will be released as a demo to the world this month (specially at Brainshare). Based on that - I would guess that NDSv8 would very likely be released late this year. Beta will be out very soon. As for the comment on an earlier post that the article was stretching the concept that NOVL is an Internet stock - they dont understand that the next evolution of Internet needs a mature Directory Service to make the possibility of next-generation E-commerce a feasible reality. If fact, I would call NOVL's products much more Internet capable that MSFT's. NOVL is therefore much more of an Internet company than MSFT. MSFT products are still much too proprietary to mesh with many of the open standards that the Internet demands. NT is still based on many non-internet communications protocols - unlike NetWare5. NDS much more Internet-ready and scaleable than MSFT domains. We cant talk about Active Directory until it shows up next year and even then its will be in its Version 1 infancy. MSFT has IIS, but Novell has licensed Netscape's Suitespot. Novell has a fully featured firewall/caching service (that is DS enabled) of which MSFT has no competing option. Novell is fully commited to JAVA, CORBA, and is not only LDAP compliant now, but even heads up the lates LDAP committees (LDUP). I can go on and on why the logic that NOVL is not an Internet company is wrong - but I will stop here. So anyone who thinks NOVL is not an Internet stock does not know NOVL! Toy

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