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

To: Paul Fiondella who wrote (19023)	12/10/1997 12:10:00 PM
From: BP Ritchie	Respond to of 42771

Specifically look for Java Development Tools from Intel included in the Novell Developer supplied content. This summer Intel was working on some Performance measurement & enhancement tools for Java ... with Novell! ... I expected the results to be included in Novell's Developer support program in the fall ... hasn't happened yet. I dunno if someone got cold feet, MicroSoft rattled Intel's chain, or maybe I was just expecting things to move more quickly. Basically ... Intel's Java development tools will virtually eliminate any runtime requirement for Windows ... coupled with Sun's Java Workshop (Applets on Clients) and Novell's tools (Servlets on Intel based JVMs) they have the ability to turn the PC based Development tools market upside down ... greatly reducing MSFT's lock on the marketplace ... I suspect that the MSFT is working hard behind the scenes to prevent these tools from seeing the light of day.

To: Paul Fiondella who wrote (19023)	12/10/1997 12:22:00 PM
From: BP Ritchie	Respond to of 42771

Most of the 'work' for these ideas is already done: > A JAVA server that outperforms everybody else in the Intel world is just the kind of product Novell needs. It doesn't require PR just benchmark articles in the PC magazines < They had it working this past summer. > A SCALABLE JAVA SERVER. (scalable down in Novell's case) Unfortunately Schmidt doesn't get it. They need less techies and more people with PC world experience. They should study the MSFT model carefully and do the same thing with JAVA. Do that and NOVL is a $30 stock. < They get it! ... I know for certain, from my correspondence during the summer. They just seem to believe it is more important to 'get it right' than to get it out early ... that's why the delay. I think they believe they finally have the technology stuff sorted out now, and the only potential 'glitch' that seems significant to me is Intel's role in the plan ... hard to tell if Intel will be a solid Novell supporter while Microsoft threatens them. > Its a case of build it and they will come---despite what VK says. < Well, I'm not so sure ... MILLIONS of people have to know about it, can't see this happening without at least some fairly effective marketing. Have fun at the show!