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


To: ToySoldier who wrote (30297)2/14/2000 9:32:00 AM
From: PJ Strifas  Respond to of 42771
 
Could it be that finally SOMEONE has learned to play the game by MSFT rules!?!

Toy, you have hit on something - many of us in the industry "know and understand" how MSFT markets their products (vaporware included). They have a very definable pattern - a very successful one I might add.

Having said that, once I know and understand how the "enemy" thinks and moves - I can anticipate, plan and execute a winning strategy. Perhaps Eric Schmidt sent everyone a copy of Sun Tzu's "The Art of War" for Christmas??

Regards,
Peter J Strifas



To: ToySoldier who wrote (30297)2/14/2000 9:34:00 AM
From: jwright  Read Replies (1) | Respond to of 42771
 
I'm not sure what you mean by this statement Toy.

>> They used a MSFT partner (one that has even burned NOVL in the past) <<

KeyLabs is located in Utah Valley and was started by former Novell employees. I would consider them to be Novell friendly. I find it interesting that Microsoft used them for their study instead of Mindcraft.

Anyway cheers to KeyLabs for making money playing both sides. If any KeyLabs employees read this forum just be forewarned if you ever do a study that places Linux in a bad light be prepared for the verbal assault on your reputation by the Linux tech-head community.



To: ToySoldier who wrote (30297)2/14/2000 11:46:00 AM
From: Scott C. Lemon  Read Replies (1) | Respond to of 42771
 
Hello Toy,

Gosh ... I would have assumed that you would have read the test results in detail before posting ... but I *knew* someone would shoot off their typing, before actually analyzing the results ...

> Well Scott, it didnt take Novell long to shoot an even bigger
> bullet over MSFT's bow after MSFT's minimal first strike last week.

Nope ... it sure didn't take Novell long to come up with a completely different test scenario to product results that favored them. But I hope that you now go and read the two and compare the scenarios. For a company bragging about "billion-user trees", why did they only test with a 100,000 object tree? Especially when Microsoft tested with a 5 million object tree? Was this so that they could run entirely out of cache? A limited number of tests? No multiprocessor testing?

I'm not saying that Microsoft didn't do the same thing ... just that I would have hoped that Novell would address the Microsoft tests ... not create their own FUD ...

> I think even you have to admit that this response was far more
> blunt and hard hitting than MSFT's. They used a MSFT partner (one
> that has even burned NOVL in the past), the put MSFT's own test
> results into the light of the need for REAL WORLD tests, they
> exposed Active Directory not only for lack of performance but
> pitiful reliability, they combined Active Directory's instability
> with the ramifications to business value (i.e. stock price and
> reputation) if one encounters this level of instability on their
> web site, and they added a dash of credible customer testimonials
> who emphasize the NEED for a reliable and fast Directory Service.

Wow ... all of that from a press release and a web site. But did you go and read, and carefully compare, the two tests?

If not, then you ought to:

keylabs.com
keylabs.com

> I would say that we can all mark up 1 for NOVL and 0 for MSFT on
> that little clash. MSFT had better be more leary of getting into
> these hand-to-hand media combats with NOVL because I think NOVL has
> finally learned a few MSFT marketing spin lessons from its attacker
> - MSFT.

I actually think what I thought yesterday ... anyone can pay for the results that they want ... ;-)

> In fact I would have to guess that NOVL Marketing were expecting
> this "speeds & Feeds" Marketing BS to come from MSFT and they had
> already performed comparison tests to keep in their back pocket.

I too was wondering about the methodology. Does Keylabs contact both companies to allow them to participate, or is it all one-sided? Does either company get contacted ahead of the posting of the results? Or is someone at Keylabs leaking to their Novell friends what's up? ;-)

> This is only way I could see that they would have been able to
> provide such a quick - over the weekend - type of response. They
> predicted their competitor's well-known marketing tactics and
> fortified their defenses against it.

I can see this as one possible scenario ... but I'm not so sure I'm inclined to believe it ... ;-)

Scott C. Lemon