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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Scott C. Lemon who wrote (28553)	10/12/1999 1:05:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Scott I completely agree with you. I just dont have a clue what the NOVL product marketing and the strategy team are thinking. Small but extremely powerful development tools like ScheMax should be given away!! Its tools like this that break down the industry perception barriers that interfacing into NDS is difficult and only capable by experienced software developers. One of the big big big reasons why MSFT's platforms are so popular is because even a novice can quickly interface with tools like Visual Basic to make quick and dirty (and often ugly) custom apps to meet their needs. A tool like ScheMax provides a similar ability for NDS. The KEY STRAEGY that you NOVELL Strategists must understand and quickly is - NDS MUST REACH A CRITICAL MASS OF DEVELOPMENT ADOPTION. A major part of that critical mass is attained by informal "Garage-classed" developers. Charging for tools and products that scare these type of "closet" developers away (not to mention the serious and formal developers) is - well - STUPID! Cant put it any other way. On the same note - Novell should make NDS for NT free or offered for pennies. If they purchased NDS in some other manner - currently via the purchase of a NetWare platform - then it should include NDS on any platform. The idea again is to get NDS to reach a critical mass of multiple platform deployments. Charging for NDS-for-NT goes against that strategy. Scott, maybe you and I are missing a hidden strategy by Schmidt and/or his strategic development teams. I would like to know what is NOVL's priority of strategies? Is it to generate short term - quarterly revenue targets? (which by the way would not be classified as a strategy - now would it?). Is it to diversify/expand the number of revenue generating product lines (hence they are charging for these products)? Or - is it to make Novell's NDS reach an industry critical mass in both market and more importantly MIND-share for both licenced nodes and number of ISVs developing to NDS? If its the last option then their Strategists are completely confused regarding the translation of Goals to action plan required to meet the goal. ToySoldier is completely confused as it appears the attendees at Gartner Group are - based on that one question that was asked of Schmidt regarding the charging of NDSforNT. Toy