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

To: Paul Fiondella who wrote (18777)	11/28/1997 3:21:00 PM
From: Scott C. Lemon	Respond to of 42771

Hello Paul, > Scott, I have a new word for "set top", its "webtop" I've heard the term, but am not thrilled to use it since I really think the web sucks. But I do understand the marketing value ... > Would you try to get this around in the industry. Use it in your > next sales speech. I'll see how it fits into the presentations ... but usually I try to explain away the myths and talk about what will be happening in the industry and what needs to occur for successful adoption of these technologies. > For Christmas I have a morphing doll. It starts out as Tiny Tim and > ends up as Bill Gates. It then bites your thumb and never lets go. > Actually you can buy a chip shaped like a coin and put it in a > slot in the back of the doll (don't try sticking a knife in there, > Bill's thought of that). When you do this Windows CE gets activated > in the doll and it lossens its grip on your thumb. Kids are going > to love it. "Dad put your finger here." I agree that Bill is moving towards the addiction of children to his technologies. What American parent wouldn't love to leave there kid with a Microsoft baby sitter ... we all trust Bill with our children ... right? ;-) The one thing I don't understand is that everyone seems to think that the complete expansion by Microsoft into new areas (Yeah, we buy our mission critical computer systems from a toy company!) such as toys and media can go on without any problems. There are no comments of spreading the Microsoft empire too thin. Most companies are agressively attacked for losing focus ... but people seem to think that Microsoft can focus on numerous markets simultaneously, without any problem ... > Now how can Lucent even begin to compete with this marketing > technique to get its embedded OS off the ground? Anybody that tries > to sell a love for UNIX against MSFT's rock and roll, well I don't > know.... You see, that's the best part. Lucent doesn't have to compete head to head. They sell phones ... all of which will contain Inferno ... they sell cell phones ... all of which will include Inferno ... they sell commercial phone equipment ... all of which will include Inferno ... they sell routers and hubs and other electronic equipment ... all of which will include Inferno. They are embedding it in all of their equipment and already have quite a list of partners that are helping them... (http://www.lucent-inferno.com/partners.html) Sometimes the best way to dominate the market is to leverage your current position to roll out your next platform without asking permission ... like Nike says "Just do it!" I know that you could comment that Novell should learn from this ... but that still doesn't effect Lucent's success ... I believe they will pull this off ... I bought sub-$40/share ... and I don't think they're done yet ... > ============================ > Psst. Any buddy want to buy a used GEOS OS? Anybody.....Got a nice > OMNIGO 100 over here... No, but I have an old S-100 system that I'm looking for a motherboard for ... 8080 or 8085 ... I'd love to finish restoring it ... ;-) Scott C. Lemon