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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: pann1128 who wrote (1948)	1/2/2000 9:05:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

NOVL's network directory service (NDS) is currently filling a sore need that MSFT has not been able to deliver (yet). That product, imo, is NOVL's only realistic hope for survival. However, it is not a Gorilla or even a King candidate. MSFT has a design and will deliver a product that will do the job well enough, eventually. (I hesiate to post my opinion because this is such a holy war between NOVL and MSFT with zealots on both sides.) Therefore, NOVL gets none of my money. As far as cache servers, that is an incredibly competitive market place full of Princes, with no King or Gorilla candidate in sight, imo. There will be good growth there for everyone in this tornado, but not a game that I care to play in, except with NTAP. NTAP only because of their dominance of the NAS market, not because of web caching.

To: pann1128 who wrote (1948)	1/3/2000 3:43:00 AM
From: kas1	Respond to of 10934

OT re Novell (I know OT's are kind of bad, but since we are a group of like-minded individuals, why not use this gathering as best we can...? Maybe we should create a new NTAP offshoot thread though.) Show me one thing Netware can do that Windows NT will not be able to do in the next release. Better yet, show me one thing Netware can do that Windows NT is not fundamentally capable of doing. Positioning oneself as an OS add-in is a bad, bad strategy when the OS in question is from Microsoft. In addition to this, Novell doesn't exactly have a lot of accountability or history of good execution. Their products stick around a lot of corporate IT departments as legacyware, but that could change come Win2000.