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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Loring who wrote (26499)	4/7/1999 11:29:00 AM
From: PJ Strifas	Read Replies (2) of 42771

I don't know exactly how MSFT is going to handle the head-to-head comparisions of NDS to AD. It's goint to be difficult to do that from a technology standpoint. I can see them touting AD and Windows 2000 as a vastly improved product over NT 4 but beyond that... What they will do is incorporate new features into their current line of products (and their upgrades) that leverages AD over NDS. They will work to make their products NDS unfriendly in as many ways as possible. Will that be enough? Will that really deter users from using NDS? Possibly... But to do that would alienate all the software developers they have supporting their WinAPIs. Once they start down that road...I don't see how they would be able to hide such an overtly monopolistic play. A browser war is one thing, a directory war will be a totally different animal. Also, this approach would be harmful to it's own products since they would have to literally re-engineer the login process which of course leads to changes in Active Directory. Which leads us back to the start of this circle, why not just develop a better directory? I think MSFT will take a step back from AD and see that it's really a huge undertaking which will in no way, shape or form be a competitor to NDS at the same level for a few years to come. They will try to get people to wait it out but anything more than 2 years and the game changes. NDS will continue to evolve and at some point, no marketing hype can hide it from customers eyes. Peter Strifas

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next