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

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To: David who wrote (26727)4/22/1999 1:43:00 PM
From: Villemure  Read Replies (1) of 42771
 
The chances of the government creating privacy legislation that works in favor of Novell, but not in favor of other major vendors, seems slim to me.

Companies focused on creating "barriers to competition" invariably lose in high tech. That was the old Novell, with its proprietary protocols and gateway solutions.

The winners continually cannibalize their own products, offer the broadest compatibility and interoperability, and give away code that will advance the ubiquity of their architectures. It's not ideology at play here, but the laws of open systems and network effects, and these laws triumph in high tech over all conventional zero-sum thinking.

The digitalme technology is enormously flexible and has all kinds of applications that haven't even been imagined yet. I think Novell is right to ask the government to leave solutions to privacy problems to the private sector, where necessity is the mother of invention and the generator of profits.

G.
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