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

To: ToySoldier who wrote (29876)	1/11/2000 2:26:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 42771

Novell to acquire Internet software services company By: Ben Heskett, CNET News.com 1/10/00 6:48:00 PM Source: News.com Network software maker Novell will tomorrow announce the acquisition of privately held JustOn, a software services provider, according to the companies. Financial terms of the deal were not disclosed. JustOn is an application service provider, or ASP, focused on hosted file sharing and publishing tools. Novell said it plans to integrate the Palo Alto, Calif.-based company's technology into its own Internet-focused software products. JustOn's services allow users to store files in a central place on the Net, rather than on a local computer hard drive. Novell's classical strength is in sharing files across a network, though it has revamped its line of software so it can work in Internet-based settings. The company said it hopes it can utilize JustOn to tackle the emerging ASP market. Novell plans to launch a series of Internet-based services and technologies this year. Among the technologies involved will be the firm's directory services, or NDS, its messaging software, and its Net caching system. Such software is the linchpin of a turnaround strategy being guided by chief executive Eric Schmidt

To: ToySoldier who wrote (29876)	1/11/2000 7:16:00 AM
From: Paul Fiondella	Read Replies (3) \| Respond to of 42771

Way to go Novell This is excellent news. It says that Novell will not permit Microsoft to get away with misstating Netware capabilities. I must add that this notification and Microsoft's move to remove the FUD are clear indications of Microsoft's fear of further legal action. Any pattern of the type of FUD Microsoft has previously thrown at Novell could very well result in major litigation. As I said before, once you have a Federal Court reaching a monopoly conclusion, it would be possible for those companies victimized by Microsoft's misstatements to pursue legal action to enjoin Microsoft. The prospect of success would be very high. Presumeably Microsoft counsel is aware of the dangers that its FUD machine isn't.

To: ToySoldier who wrote (29876)	1/12/2000 10:52:00 AM
From: Scott C. Lemon	Respond to of 42771

Hello Toy, > Well Scott and others, it looks like Novell has formally responded > to the MSFT FUD article on its Web Site. And what a carefully crafted document it is! A very good work of marketing ... well written with extremely careful wording ... ;-) > Following is NOVL's rebuttal to the MSFT FUD that has since been > taken off the MSFT site after NOVL Legal counsel notified MSFT of > the untruths on the page. > > novell.com > > The Novell Page that introduces the above page says the following: > > Rebuttal to false Microsoft claims regarding Netware and > NDS in December, Microsoft published on its Web site and > circulated to resellers an article entitled, "Windows 2000 > Server: A Prime Choice over Novell's Netware 5.0". The article > contained a series of false statements about Netware and NDS, > and Novell notified Microsoft through legal counsel of these > inaccuracies. So it's interesting what you read into this carefully crafted statements ... this is a very good move, a well played tactic ... > Scott, it looks like if MSFT was legally not in the wrong, they > didn't have the guts to fight NOVL on their stance of being > technically accurate. Or, as they usually do, they wanted to get Novell to document the next hit list that they need to work on, and to continue to review how Novell positions itself and it's products. The best way to fight a competitor is by having that competitor reveal as much as possible about itself. (P.S. I liked the way that Novell's doc redirected a number of the issues ... you say that I am good at this ... this doc is very well done. As I predicted, they redirected to NetWare v5.1, and blurred the lines with the NetWare File System and NSS, and also brought NDS v8 into the picture. I'd almost think that some of the statements might be misleading ... ;-) > Cheers ppl! Take care! Scott C. Lemon