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

To: E_K_S who wrote (19087)	12/13/1997 1:40:00 PM
From: BP Ritchie	Respond to of 42771

Great info in this post, Eric! Intel seems to be trying to play both sides of the 'Java Wars' ... I wonder what's going on in their minds? FWIW ... some differences in the MSFT 'Java' strategy and everyone else's (lead by Sun) ... MSFT Java includes some 'roach motel' code that will restrict runtime target systems to be only MSFT systems, basically means that all DataBases must be 'moved' or 'copied' to NT before the programs will work properly. JavaSoft strategy enables Java programs to run with DataBases as they are now ... includes an 'RMI' (Remote Method Invocation ... programs can 'call' modules on other JVM computers) component that enables running programs that are actually distributed across any systems in a network that implements the 100% Java JVM ... I think we can rely on all Software Vendors with established customer bases (IBM, Oracle, etc) to go with the JavaSoft model. Intel was trying to get Sun to signon to a declaration of some kind of 'partnership' with Intel earlier this year, while working with Novell on a JVM & 'hardware level' Java development tools ... then Sun seemed to snub them ... Intel joined with MSFT in the 'open letter' to Sun requesting that Sun turnover control of Java specifications to ISO ... MSFT crippled their Java implementation & re-directed the runtime design to prevent 'defections' of Developers to other platforms ... Sun sued MSFT ... Intel seemed to 'freeze' with indecision. Intel just might miss out on the opportunity for an embedded JVM if they keep up this 'play for both sides' approach ... could result in a very big shift in either IBM or Sun's favour ... maybe they've become so paranoid that it's frozen their decision making process? In any case it looks like MSFT is making a pretty bold move to openly shoot FUD at Java and risking a significant backlash from the people that don't like being forced into the MSFT Roach Motel. Seems like Intel wants to stay out of the 'crossfire' ... I'm pretty sure that IBM and Sun's hardware developers know how to take advantage of this apparent opening. Things are just too 'interesting' for me to figure out what they're going to do next. One thing is fairly certain though ... all of the players believe that Java, and JVMs are very important to their future business plans. Almost looks like another 'paradigm shift' gathering strength right now ... and almost exactly like what Larry Ellison outlined as his vision of 'Networks' a few years ago.

To: E_K_S who wrote (19087)	12/14/1997 12:09:00 AM
From: Paul Fiondella	Respond to of 42771

I was not at the show long enough to investigate e-commerce However the database situation I did investigate. The partnership between Oracle and Novell exists in the enterprise server from Novonyx which contains at the $1995 level a full Oracle 7+ web server interface and full database. What they have not developed however is the ODBC component which would allow them to interface from the web server to standard personal databases. We have to wait here until somebody in the small business group at Novell wises up or when Novonyx projects Novell will deliver the facility. Novonyx appears to be waiting on Novell to deliver.