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

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To: PJ Strifas who wrote (26328)3/31/1999 2:12:00 PM
From: Phil Jacobson  Read Replies (1) of 42771
 
Hi Peter,

Just getting a chance to read some stuff on SI, been swamped since BS. It was great meeting you!

Re: your post from a few days ago on Active Directory and how MSFT will get its own customers crowing because it's a good upgrade from 4.0 even though it's not as good as NDS.

Excellent point...it implies a few things. There may actually be room for a trojan horse marketing plan. Let MSFT's marketing machine help educate the public about directories, then watch NOVL go in and crank out the comparative data that would make a CEO take notice of the differences. Once the market understands they want directories NOVL's marketing issues are much less problematic.

This is probably addressed by someone already but what the heck...55 posts left to go through.

Phil
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