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

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To: PJ Strifas who wrote (26341)3/29/1999 1:03:00 PM
From: Frederick Smart  Read Replies (1) of 42771
 
The UNBUNDLED World......

>>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.>>

Peter:

Simplicity. It just makes sense. Everyone talks about it, everyone wants it, but few want to be last to the party.

So, for the past decade company after company has tried to serve this Holy Grail - and only one - Microsoft - was able to hook the end user AND developers by being - not first, not last, but right in the "muddle".

So we get a BIG FAT and messy application server that's been backing it's FAT cracked blue jean butt into enterprise space with NT.

Nobody's really all that impressed for it won't scale, but there are just enough small bells and whistles to make developers in the "muddle" a little bit happier for their life is easier. And the price is right compared to Solaris app development tools, etc.

So the NT train takes off and it's a LOCK..... But wait a minute. What's all this stuff with directories, why all this talk about cross-platform this or that? Security, privacy, individual control???

Oh my God, we've slowly but gradually released the individual worm from Pandora's box and we've discovered some examples where - with Linnux - we don't really need NT, or with Novell/NDS we can build our apps on a platform that will scale, access, authenticate and store more of what we need to do from day to day BEFORE the entire world goes 10,0000% NT.

What a concept!! Individual choice, flexibility and control.

How bout wanting to create my own "webtop" - forget about Excite and MyYahoo or other sites that want me to dig my personal roots into : PlanetAll, SixDegrees, Visto, etc. etc. These are all nice, warm and fuzzy, but the bottom line is that I will end up with the solution that places me in the intersection where the highway demands of simplicity, flexibility, control and security meet.

This intesection is a very personal zone that only the individual can find. The internet is the greatest UNBUNDLING force in the world. It forces all who spend time in this virtual space to open up and share more of what you have - now and going forward.

So, yes, I do see simplicity winning out in the end. This is where the internet business model is going. But this is a huge threat to all the major players who are trying to corral us into various communities to use various server apps soon to come.

The race is on for these BIG portals to spend the money they thought they'd make investors on just KEEPING the customers they have from jumping ship.

Bottom line, individuals will go to where the freedom is greatest for that is where they will be able to maximize their energy and time.

If Windows and NT lock me in - GOOD BYE....period.

The days of proprietary ANYTHING are over. We are all out for one thing - individual trust and a lasting business or personal relationship - sharing ideas and information that adds value to this world.

Forget about money - old business model.

Think about ideas and value-added - new business model.

If you are oriented to the new business model of opening up, sharing, giving, cooperating, etc. the money WILL come all by default.

There are no black & white manufactored/logical business "sure things" any more. RISK, total belief and just "being out there" have to be there for this new business path to work.

And, yes, the complex PC will go by the wayside pretty soon for we've become slaves to these devices. We serve the devices more than the devices serve us. Another reflection of this Old business model stuff which will defaut its way out of existence.

I will create my own webtop....

I will determine who can visit it....

I will partner with those I want to do business with.

I will set my deals and open my networks to those who prove to me they are worthy of MY trust.

Remember, all businesses have to come to US. Not the other way around.

And Novell is setting this wonderful stage for this QUIET REVOLUTION to happen.......

GO!!
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