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


To: Jerry Heidtke who wrote (18896)12/4/1997 7:30:00 AM
From: Frederick Smart  Read Replies (4) | Respond to of 42771
 
Jerry & Gerald: Thanks for the clarifications....

Now, back to our friend Vinod:

Questions??

1) When were you last in the States?
2) Where did you get your Ford/MCI NT information from?

I just received this e-mail this morning which is another man's version - inside MCI. Perhaps Vinod you should get back south of the board a little more often than once every 3 years....

========================================

Subj: nt comment
Date: 97-12-03 23:27:51 EST
From: Mark.Emery@MCI.Com (Mark Emery)
To: Ida5683@AOL.COM

Fred,

MCI is not, has not, and will not convert to all NT. Period. Our NDS environment is growing, and NDS for NT is going to be very, very big here. And yes, I am in a position to know this.

Also, and I can check on it, but Ford has the largest Netware/IP
deployment in the world. Most of the work was just completed withing the last year or two, and I have my doubts that they have walked away from it.

I'd post this, but I'm not allowed to. I need to get a "private" email
account set up, I think.

A last note - Worldcom is all NDS, Groupwise and Managewise.

Regards,
Mark

=============================================

Once last note Vinod. That last line sounds really good to me:

"Worldcom is all NDS, Groupwise and Managewise."

Should we get Bernie to verify this?? Can anyone down in Jackson confirm this?? If you don't have an SI account, please write to me. I'd love to hear from Bernie himself. In fact I wouldn't be surprised if I do - the guy breaks ALL conventions.

Over time, the Novell-bashing on this thread is going to fade away like dew drops after a sunrise. I think Novell's story is going to be one big blockbuster. The Networking world needs NDS now, not later; BoarderManager, now not later; Managewise, now not later; a Java-on-the-server application/tool package, now not later. I think its only a matter of time before we start to get some very positive press on all the many things coming together for Novell in '98 and beyond.

Novell is turning around. Salah, I would appreciate it if you could take off your green eyeshades for a while, look beyond the sting of '97 channel stuffing and comment on the potential of Novell's technology. Joe, are you with me?

As for Vinod...NT on a "rampage"??? MCI/FORD converting to 100% NT??? I'm surprise that a fellow shareholder would try to spread lies or information that's not accurate. As for Moab and the Remote Access piece: Why aren't you the one clarifying the errors of "PCWeak"? If you're going to keep up this trading, slamming, flim-flamming game of yours you better have your facts right.

Respectfully,

A Fellow Long



To: Jerry Heidtke who wrote (18896)12/4/1997 9:14:00 AM
From: Paul Fiondella  Respond to of 42771
 
Got your Moab (mojo) working?

By the way are you installing it over an existing 4.11 and using your existing license to test it or as a standalone system.



To: Jerry Heidtke who wrote (18896)12/4/1997 10:03:00 AM
From: BP Ritchie  Read Replies (1) | Respond to of 42771
 
I believe you've got it right, Jerry! ... MSFT can't even get started on most of this kind of Network Managability features until sometime after they get NT (Server) 5.0 working properly and 'frozen' ... from everything I've heard, that probably won't happen until sometime in late 1999.

And Novell has it working now, do you think they can actually turn it into substantial revenue? ... I've believed that they could make lots of money from these products, starting about 6 months ago (the revenue that is) ... then watched as they apparently 'deffered' those sales until past YE97 (think it has something to do with the new management getting a 'fresh start' and a 'beatable' target for year over year results) ... then expected the 'big sales push' to start with COMDEX ... and now, just feel depressed.

Lots of people and businesses are willing to buy lots & lots of this software right now ... but, Novell doesn't seem to want to take their money ... that's what's depressing me.

Do you think you will hear your (and Novell's) cash register ringing soon?