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

To: PJ Strifas who wrote (30473)	2/22/2000 2:40:00 PM
From: MangoBoy	Read Replies (2) \| Respond to of 42771

<< Novell will NOT lose customers to Active Directory to the degree that NDS will not be a leader. >> I agree, and I didn't say they would. My point is that up 'til now the pie basically belonged to NOVL. Now MSFT is in the game, to a degree, and that will eat some of the lower-hanging fruit. This at a time when NOVL is struggling to grow revenues. << Active Directory will not bite into NDS numbers or marketshare, IMHO it can't compete in that fashion. >> I remember similar statements being made in the 1990's: Windows NT will not bite into NetWare numbers or marketshare, IMHO it can't compete in that fashion. Well, it did then and it might well now. Flag-waving aside, a prudent NOVL investor has to consider these possibilities. << Novell's continuing growth will hinge on their ability to market i-Chain and develop solutions based on the combination of e-Directory, i-Chain, DigitalMe, WebSphere and NetWare 5.1. >> NetWare itself aside, how do you see these various initiatives driving revenues? Thanks, Mark