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

To: BP Ritchie who wrote (19050)	12/11/1997 4:37:00 PM
From: Frederick Smart	Respond to of 42771

Novell Challenge Update: BPRitchie: Had a long chat with Novell about the above mentioned "challenge account" that's looking to move to NT. They were extremely helpful and looked forward to working with me on a process of educating the right people about the value of keeping Netware - NDS for NT and BoarderManager are two very compelling reasons. But in addition, we have all this recent news regarding Oracle. This institution has an extensive history with Oracle for their corporate database needs, etc. The reality to hit home on is 1) NDS to streamline administration and lock down the network more securely; 2) Deploying BoarderManager to establish for VPN's that are server-and net-centric for live customer service and messaging applications with large core clients - many of which already use Novell/Netware products. Cutting to the chase - the days of T-1 lines are numbered. For basic customer service queries and live account information, etc. the internet is the way to go and BoarderManager offers an attractive solution to bringing the client into legacy platforms on a server-to-server basis - as long as both sides have BoarderManager. Thus, you done't have to outsource the security or set up all the additional firewalls crap which NT requires just to establish a bare-bones remote connection. I'm not saying NT isn't great at remote access - what I'm getting at is that from a security standpoint, this company would not be caught dead until the day - some 1-2 years from now - until they've finally ported all their VMS stuff over to NT into a separate database for on and offsite customer and employee access. My argument is that with Novell's products, this company can get net-web ready for commerce and service query applications with clients in a live environment FAST. MS wants to slow this rush to connect legacy systems in a server-net-web centric construct in any way they can. Wait until 5.0 - 1999 or 2000??? As more and more time goes by these NT pioneering warriors are going to have to rethink and review their bunker mentality. My guess is that the move to NC's and Java along with the need for open systems that support cross compatibility will eventually create the demand. I don't think we have to wait for apps to drive this thing. The apps will run better in a network server environment. Also, we will probably hear more and more about the speed limitations of NT because of its inherently weak architecture. Next step - I will be setting up some meetings early in '98 (I will be on vacation beginning next Thurs) with several of the key players. I'll leave out the NT guy and work from the top down. Hey, I'd appreciate any help from the Novell SI "brain trust". Send me a private e-mail and we'll go from there. Thanks. and ma