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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 (28835)11/8/1999 9:07:00 AM
From: DJBEINO  Respond to of 42771
 
Pre open, NOVL @ 21 3/4



To: Scott C. Lemon who wrote (28835)11/10/1999 1:54:00 AM
From: Jack Whitley  Read Replies (2) | Respond to of 42771
 
Hello Scott,

Alas, I am growing fatigued of this discussion, but must needs that I respond once more -

<<<I'm disappointed by the response ... so instead of addressing the issues, and even taking a shot at answering questions, you decide to attack at me personally? How lame ...<<<

I reread my post, I think I expressed the issues very succinctly and answered your responses that were lucid as best possible. I didn't attack you personally, or call any of your responses "lame" as you did above, I even paid homage to your software acumen as follows -

"You are impressive in your posts that reference your knowledge as a software architect, but your strategic thinking and arguments regarding Microsoft are weak."

So I advised that your strategic thinking and arguments regarding Microsoft are weak, not you. YOU took it personally, which you seem to do with nearly every poster on this thread.

<<<Ah ... please don't show lackof knowledge of Java ... I have several applications (one of which we are completing now) that are 100% Java ... on Windows. I would love to hear of one "API that is not open" or what would force you to use Microsoft tools ... these are lame excuses.<<<

This is a strange response, considering you posted the day before to the effect 'Where is the mighty Java now' Well, it appears it is alive and well and being used for development by Scott Lemon !

<<<As for 68 developers ... so what metric are you proving with this point? Does this mean 68 new Java projects? Or 68 people to write one app?>>>

They only want Java developers, they want as many applications as possible written in Java, something about "strategic direction". Again, this was in response to your sarcastic "Where is the mighty Java now?" query.

>>>SuperNOS? It was never delivered! It never arrived ... it was all vaporware ...>>>

When you used this term "SuperNOS", I thought you meant it as a euphemism, and were deriding Netware in a sarcastic manner, not in its context as an actual product name. Regarding the "SuperNOS" Netware 5.1, I did read the announcement today for Netware 5.1, highlighting HTTP support and bundled WebSphere. I get great comments regarding WebSphere from some friends at Keane.

<<<One thing that people (who know me) understand is that I speak my mind, and what I believe. I seldom pull punches ... this is one thing that many people at Novell couldn't handle.>>>

Just like we (the unwashed) can't handle your posts on this board?

<<<As for your suggestion that I have criticized the Win32 API, I'm hoping that you can point me to a post so that I can clarify my writing.>>>

I guess this could be somewhat embarrassing for your in your new world. I have many shortcomings, but my memory is still razor sharp, you were definitely uncomplimentary of the Win 32 API when you were at Novell. I don't know what the archives are like here, but I will look. I remember that post and the one regarding NT not being a good "data pump" compared to Novell (that term really stuck with me). You sounded like you were a Novell employee who knew what you were talking about, so I bought more. Good for me !

>>> "I am not asking this sarcastically, its just an amazing change of heart."
Is it the honesty that surprises you?>>>

First, please note that I inserted a clarifier that I was not trying to be sarcastic. You on the other hand, INSERTED the tag "begin sarcasm" in a recent post to Paul.

Anyway, if you are being honest NOW, what were you doing when you were posting on this board as a Novell employee, tickling the wire? I am certainly not the only poster on this board who has noted this.

<<<I guess that per your comments about what I have, and haven't, done>>>

People walking down that hall and making the large money requests for software are the ONLY reason software companies make money (except of course, for MSFT and the guaranteed preload PC revenue stream, with no other option for customers).

<<<... I'd have to say that you've never really looked at the issues involved in architecting a protected-mode operating system on an evolving processor architecture?>>>

They got the instruction sets from Intel ahead of time, every time, always got strategic direction for going forward. Hell, they dictated to Intel development milestones, and killed NSP! No other set of developers had this information, or even had a chance to try to do better.

<<<You've never had to figure out how to try and remain compatible with a whole slew of legacy applications, while evolving the functionality to try and improve features, stability, security, and then also follow the customers requests for other things that you didn't even think of?>>>

What bold new features, what stability, and what customer requests, it was all crammed down their throat. Stability has been achieved only by more RAM and more powerful processors, which is exactly my point. What great new software functionality have we gained by having one company control the BASIC INSTRUCTION SET. Nobody else even gets the chance. The kernel is still the same. Thank God for Intel, but I've got a PENTIUM III at work with 128 megs RAM with MSFT Office, it still crashes, and that's a closed box, not a network, not the web. That's not even the point, why am I forced to spend another $2,500 to make their $89 upgrade more stable? I have just upgraded to one of the best machines made, and I see no noticable performance gain. It's insane.

<<<Then, on top of this, you have to create a properly abstracted development environment which covers all the core services that applications want access to ...
And you suggest that "any developer" could do these things in a week? Wow ... I might have to quote you "What a pathetic joke." ...>>>

Well if it's that hard and complex a problem, they should have no problem opening up the API. Surely developers that have never been involved with Windows would have no clue, and could never get it cleaned up before MSFT could.

<<<ahhh ... now this is a more interesting question ... so to your analogy to AT&T ... where did their revenue come from?>>>

After the market was opened up, their revenue came from selling a commodity service for less and less money per minute. Due to demand elasticity, revenue loss due to lower rates was made up in volume of minutes sold, but the company had to get much leaner, much more productive, and MUCH MORE service, product, and customer oriented. Plus, T didn't have a mammoth employee option program to support with shares that were valued at a very high PE.

As mentioned above, this is getting repetitive, I am through. The finding of fact phase of the trial could not have gone any better, and is real validation for a lot of what we have posted here for years, going back to Joe Antol.

jww



To: Scott C. Lemon who wrote (28835)11/10/1999 11:24:00 AM
From: Frederick Smart  Respond to of 42771
 
Road Less Travelled...

>>I remember reading the book "A Road Less Travelled" as a kid, and the most incredible things that I got out of that book was that learning *only* comes through failure. There is no way for Microsoft, or any other software company, to understand the "holes" in their products, except by trying and failing.>>

Scott:

Gosh, but this learning is so incredibly messy.

Why can't the Chaos Gods ever get their act together?

Wouldn't it be better to simply guard our vunerabilities and let our failures hide out in secret?

Nope.

For true learning to take place, failure has to be a public good. We must broadcast our failures. Send them up inside the Saturn 5 rocket, even land them on the moon now and then.

For learning that's done in secret is selfishly slow and of limited value.

Throughout it's history Microsoft has encourged a reckless culture of controlled failure. Bill and Steve have created a well disciplined machine which creates fear and breeds ferocious competition for resources as it retains total control of the underlying code.

I liken the stifling impact of Gates and Balmer's DOS/Windows bundle to the same thing going on with vintage 50's cars in Cuba. Amazing how resourceful the Cubans have been keeping these cars going all these years.

The only thing Gates and Balmer lack are the green fatiques.

"Microsoft's PC Revolution" hasn't gone too far beyond Windows shores. And if as this "revolution" spread elsewhere, it did so only in the spirit of control which communism thrived on, for Microsoft wants to control the inputs, resources and outcomes.

Pure and simple, Microsoft is like Russia. BIG, mighty, full of resources, but unless it's broken up it won't be able to survive this next phase.

The fall of Communism left a void for the legal infrastructure to support freedom, property ownership, contracts and other basic rules of law just weren't developed yet. So the Mafia moved in.

We are at the same stage in technology today. There is a HUGE void right now which the Federal Government could fill. The question I have: Will Uncle Sam become the information mafia of this new age?

A very valid point to consider.

It's a shame this is happening when the third leg of freedom coming from the open source movement hasn't found it's legs quite yet for the app platform of choice is still overwhealmingly Windows.

Now if Microsoft is broken up and the Windows OS source code is made public, then I think we will see the flowering of this movement toward open source and the REAL revolution could begin in earnest far beyond the PC and technology in general.

A ton of new investment will enter the marketplace. The Baby Bills will be great investments. This will be a huge green light for the open source movement.

Everyone on the same, level playing field.

I sincerely believe that in this "next game" technology will become more and more transparent.

The New Model will be all about vision, energy, passion and spirit. Gaining people's time and trust. Making the world into a better place.

Hold it on the fatiques Bill and Steve. Counter the US Government virtual land grab: Break up Microsoft. Give away the source code. Clean up the accounting mess in the process. Come clean. Open up your wallets. Do good.

And sit back and watch the world become a better place.

Follow "the Road Less Travelled."

Give it up guys.

Let it go!

Peace.

GO!!