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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Smart who wrote (51197)	10/14/2000 8:34:38 PM
From: Lizzie Tudor	Respond to of 74651

I happen to know from feedback inside and outside the Novell community that a lot of what's behind this was lifted from Novell's Net Services approach. Frederick, interesting post, thanks - but I really kind of doubt the above statement. I don't know as much about .net as I should, but it seems to me its roots go much further back to the days when x.12 was contrived and maybe before... the truth is the mkt has been demanding a functional protocol for transaction processing forever, but it is a daunting task and no one can figure out how to make it work cost effectively (vs just hiring a programmer to do it for your business processes custom).

To: Frederick Smart who wrote (51197)	10/14/2000 8:48:06 PM
From: rudedog	Read Replies (1) \| Respond to of 74651

Frederick - I share your dismay at what I regard as a squandered opportunity at Novell. I held NOVL for a while in 1999 - fortunately sold with a decent profit. Stewart Nelson would not be on my favorites list if I were still holding NOVL. But they had some great ideas. If in fact MSFT picked up any of that and can actually take it to market, that would be great - Novell seems incapable of actually marketing anything, no matter how good it is. I don't have any special stroke with Bill Gates. He probably knows who I am, but only because I started working with MSFT in 1976... I have had occasional conversations and email exchanges with him over the years but nothing in the last 18 months. He did not attend the lunch at the Forum2000 event, but he did have some brief meetings with people who attended the event. He seemed somewhat distracted. Ballmer, on the other hand, was everywhere - at the meeting, at the lunch, at the cocktail session afterwards, and was well focused and direct in his answers about where MSFT was at, and what .NET was about. I was impressed both with his candor and with his grasp of some complex issues. I would say that he "gets it" based on what I saw at that event. Likewise the rest of the executive team was pretty well focused. Ballmer is pretty accessible if you can get to an event or customer forum where he is speaking. He likes people and always takes time to talk with the audience. I would suggest you dig into microsoft.com for as much detail as you can manage - lots of stuff there, some good.