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: Loring who wrote (25902)	3/8/1999 4:05:00 PM
From: ToySoldier	Read Replies (1) of 42771

As NDS becomes more successful and pervasive in more customer environments, it will potentially impact the marketshare distribution of black-box vendors like those you mentioned. My reasoning is that if a CISCO continues to to its strong stance to only natively promote and commit to MSFT's AD and AD does not penetrate the industry to the extent that NDS does, then CISCO should notice some marketshare loss to its competitors like Lucent, Nortel and those that make strong commitments to native NDS integration. As the DS message becomes much more stronger in the industry and Analyst guidelines begin to openly promote the adhearance to Directory-enabled solutions for customer environments, the marketshare of those ISV/OEMs that wish to ignore the DS integration will be affected. A perfect example of the industry pressure that will force these ISV/OEMs to comply is late last year when CISCO had to respond to the media/customer criticism to adopt some level of integration with NOVL. CISCO really did not want to make any open commitments to Novell or NDS, but even an industry giant like CISCO had to bow to this pressure. That is just my humble opinion. Toy

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