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

To: Roads End who wrote (28557)	10/12/1999 3:37:00 PM
From: DJBEINO	Respond to of 42771

NOVELL INC has filed a Form SC 13D(General Statement of Beneficial Ownership) with the United States Securities and Exchange Commission. Click on the following hyperlink to view this filing: freeedgar.com

To: Roads End who wrote (28557)	10/12/1999 6:03:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Hello There :) Well, I've read over your response and chuckled for a few minutes. I see that my close pal Toy has taken a stab at explain our thoughts here but I would like to present you with a short list of "products" MSFT "gives away for free" or rather is "seeding the market": 1) MS Internet Explorer 2) Internet Information Server (webserver), FTP Server. 3) Email Client software (Outlook/Outlook Express) 4) MSN *(HotMail but although they bought this one) 5) MS Media Player 6) MS NetMeeting 7) MS Draw + MS Image Composer Here's a list of their major competitors in each instance: 1) Netscape/AOL + Opera 2) Apache + Netscape/AOL 3) Pegasus, Netscape/AOL, GroupWise (Novell), Lotus Notes (IBM). 4) AOL, Mindspring, UUnet, Prodigy, CompuServe2000, AT&T WorldNet.... 5) RealNetworks (Real), QuickTime Video (Apple). 6) Pow-Wow (Tribal) 7) Any graphics program (Paint Shop Pro) This list could be much better if I had some time. I could also spend some time explaining all the small "integrations" of utilities into their OS in the name of advancement which cut competitors off at the knees :) Novell needs to make NDS the common name in directory services. They can achieve this in 2 basic ways: 1) Give it away 2) Spend a Billion Dollars to let every living soul on Earth hear/see and use NDS until it's a household name. Either way, there's no golden path of riches here - just alot of work :) The pot at the end of this rainbow is in the developers and the apps they create. This creates a demand for NDS. I think Perry said it more eloquently. I just want to shake up things with this list.