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

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To: David O'Berry who wrote (26339)3/29/1999 10:01:00 AM
From: PJ Strifas  Read Replies (2) of 42771
 
What if we go backwards in a sense - almost to the DOS days where an operating system JUST ran the computer and didn't have all these gizmos and features built in.

I'd like to see a modularization of Windows allowing me to install only those features I need and want. All of this would run on a base OS which would be a stripped down version of Win98 but based on the NT kernel (possible?). That way I could have the stability while still getting some flexibility. (I know I can work the installation proccess some but that's not what I'm looking for).

Then I could add either a MSFT GUI or someone else's. I could add a browser, apps, disk management tools etc. All of them would work on this "slimmed down" version of the OS. Oracle is working on something called RAW IRON which in essence is just a kernel that allows applications to talk to the hardware. Here's a place to start....

When you think about it, what makes PCs so inherently difficult? The OS. What makes using the TV so easy? It's a similar machine when you look at it - it has chipsets and chips, add-ons (VCR, Cable), a CRT, a remote (like a mouse?)...but it works because the code that "runs" your TV is embedded and univeral in the sens that any VCR works with ANY TV without specialized drivers.

Sure the TV is "rigid" compared to the PC but why can't the goal of OS companies be a model that parallels TVs? Simplicity, reliability and functionality?

MSFT works on their Universal Driver model so that companies have ONE interface to write their drivers to. This makes it easier for both companies no? If the DOJ were to open this part of the Windows OS up, I could easily see a company (Red Hat) creating a driver model based on MSFT's that would accelerate Linux driver support to the point that it would matter to EVERYONE.

Just some thoughts....anyway, back to the stock -- do we see a resistance level here in the $25-26 range until earnings in May?

Peter Strifas
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