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

To: PJ Strifas who wrote (30434)	2/18/2000 7:26:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello PJ, > <OT> MSFT rumors of sharing source code of Windows sounds like a > usual MSFT tactic of "leaking" policy for public reaction before > moving ahead. Hmmm ... I have mixed feelings about this one. First, I really don't think that releasing Windows source is a good thing ... I believe it would only further commit developers to Windows. On the other hand, from what I am reading, Microsoft is trying to consolidate their source code base to a "NT/2000" kernel only. So they might drop Windows 95/98 source into the public domain. It would be a good marketing coup, would take years to attain, and by then the core OS they would be moving with would be the NT/2000 kernel. Win/win for them? ;-) > I smell a settlement here - and I think the driving factor is to > give the DOJ something substantial so that MSFT can move forward > with it's new licensing schemes which will drive revenues faster > and better than keeping Windows a closed world. I'm not sure about the settlement ... it'll be interesting to watch. I'm sure that Microsoft is sending feeler out in all directions ... > Has MSFT reached that critical point where they are too massively > entrenched in the desktop area that no amount of competition can > dislodge them? I believe that Linux is making progress ... but it's slow going. It would be very difficult for large numbers of corporations to make immediate changes. I'm sure that a lot of people are waiting to see what occurs ... > Or have they reached the point where they truly BELIEVE any erosion > of marketshare would be easily re-couped with some pricing changes > here, free product offerings there....? I just don't see any erosion in the near term ... the number of Windows machines shipping per month is no doubt going to continue to dominate for months easily if not years ... > Perhaps they have enough company's dependent on their products that > they feel no government in their right minds would sanction them > for fear of de-railing the explosive economic growth (which MSFT > loves to claim comes from their efforts and dismissed the > efforts of all other companies). I would have to think that some of the issues that have come to light are having some effects on the thinking inside Microsoft ... but I don't think they believe they are untouchable. At the same time, I could see them pushing as hard as they can until formal decisions are made ... this would be the tactic that would be prudent for any company on behalf of their employees and shareholders. > Scott - I await your comments :) I posted just for you ... ;-) Scott C. Lemon