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

To: ToySoldier who wrote (30321)	2/15/2000 2:04:00 PM
From: Spartex	Read Replies (1) \| Respond to of 42771

Wow-- a troika of posters on this thread get picked up by the SI weekly threadtalk report. Congrats Toy and Peter! =;-) siliconinvestor.com Alternative Music... A Silicon Investor Highlight By David Zgodzinski February 15, 2000 It's a little routine we have in the car. My kid flips through the radio stations and finds something loud that she likes. She says "They're an alternative band." I say "Alternative to what? Back in my day they were all alternative blah blah blah?" Let's say software is like music. Today there are a number of competing bands with alternative music that are getting good air play. But this wasn't always the case. There's one really popular band out there called "Mr. Softy. " In the old days, when Mr. Softy would come out with a new release, like the multi-million seller Windows '95, it was really tough for the rest of the business. The radio would play nothing but Mr. Softy. Everybody would run out to buy Mr. Softy CDs. All the other bands would suffer. But things have changed. PJ Strifas wrote to the Novell (NOVL) dirt cheap, good buy? thread on Jan. 30? MSFT has always said that W2K was late because they wanted it to be "the best work they've done". Well, what happens when it's more of the same old same old? Windows2000 will be a good upgrade from Windows NT 4.0. Will it be so good that everyone will drop all other server OSes? I don't believe so. If it was, people would not have bought/upgraded to NetWare 5.0 in the last year and the momentum behind Linux would not be as it is today. ToySoldier wrote on Feb. 8? The pr-release hype for WIN2K and even MSFT's stock price are almost no-shows. The media is not brainwashing us industry readers with WIN2K like they have in past major MSFT releases. MSFT stock price has not shown major hikes yet. And in fact the industry is already looking for and finding the WIN2K expected bugs and problems. I would think that this is not just a tactical bad sign for MSFT, but an actual shift in the industry regarding MSFT's reign and dominance over the industry. The major fundamental shifts in the industry between MSFT's last major announcement (WIN95) and this upcoming one are showing signs of the damage it is starting to apply to MSFT's aging business model/rules. Competing software manufacturers have grown accustomed to the Microsoft marketing extravaganza, and they have learned how to deal with the juggernaut. Novell has been announcing deals and partnerships at a furious pace in the past few weeks. On Jan. 30, the company announced a cooperative effort with Cisco. The companies shared standards to create software tools that will simplify the management of routers and other network devices. On Feb. 1, Novell announced a joint venture with IBM in Europe to sell and build networks for ebusiness. Quad-K wrote? This IBM alliance in Europe is one hell of a deal. This could push the stock up another $2 points today. Talk about a marketing coup! GO! ToySoldier agreed? Yup, I would think that a deal between the largest Directory Services company in the world and the largest IT Services company in the world is a big deal for both sides. Let's see if the markets realize this. The same day, Fujitsu Siemens announced the inclusion of Novell's highly regarded Internet-caching technology together with new hardware that will accelerate Net performance for businesses and ISPs. The timing of these deals and many others was no fluke. As ToySoldier wrote? Any coincidence that todays onslaught of announcements of eDirectory and Novell's new Market Message of "Network Services Software" are within 2 weeks of MSFT's long awaited WIN2K release? I would think that the Novell marketing team does not want to be forgotten over the coming 1-2 months when the fully expected WIN2K hype sweeps that nation. GOOD CHESS MOVE NOVL - you're sounding more like MSFT's marketing team (and that is no insult at all!). Novell's stock has been a strong performer. Since bottoming out at $16 in October, Novell has more than doubled