Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Earl who wrote (19295)	12/30/1997 1:40:00 PM
From: vinod Khurana	Read Replies (2) \| Respond to of 42771

For those of you who are not aware...the new release of IntranetWare or MOAB as they call it will be called NetWare 5.0 when it is released. Our Dr. has decided that taking NOVL back to the roots of the good ol' days will do more good than harm. He figures that the word IntranetWare has done its job in portraying Novell as an Internet/Intranet player and that it is no longer required. C'mon Doc. who are you fooling ? We all know MOAB was NetWare something.x no matter how one looked at it...from the left,right or middle. The reason it was renamed back to NetWare is clear (and I do agree with the Dr. for a change): 1. Users will think that NetWare 5.0 offers many, many more features than their current NetWare 3.x and be tempted to upgrade. Who would want to feel that their operating system is two generations behind ? Upgrading to IntranetWare sounds like upgrading to a whole new operating system. Then why not upgrade to NTS ? Upgrading to NetWare 5.0 sounds like the latest and greatest. Good move on the marketing front. 2. The name NetWare itself is an intangible asset. Getting rid of it is like taking a couple of hundred million dollars of the balance sheet. 3. IntranetWare did not sound right. It was a word too long. How many shops actually said they had IntranetWare. Everybody including their grandmother was calling it NetWare 4.x. The only drawback I see with this name ? For one, it ends in "0". Users will not forget that every release of NetWare ending with that magical zero has been buggy. Whether it was NetWare 2.0, NetWare 3.0 or NetWare 4.0, a major upgrade was fourthcoming six months down the road. O.K, NOVELL, lets call the new release NetWare 5.10 for a change and market NetWare 5.0 as the beta. Hopefully, then users will think that they have a reliable system on their hands. Now I can tell this companys NetWare 3.x Lan admins. to upgrade to NetWare 5.x rather than IntranetWare which they never understood in the first place except for the fact that it enabled them to set up a web server and to which they said "no thanks"....UNIX was good enough. V.K P.S I am still waiting for my beta copy of MOAB.

To: Don Earl who wrote (19295)	12/30/1997 4:20:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Asia and the Market Okay here is what has happened. The BANKS (all the US ones) were told in no uncertain terms by Rubin that they had better roll over the Korean loans or face a default in which they get nice red ink to show on their balance sheets. Rubin told them there was too much Korean debt for anyone to bail out (as in Mexico). More details of what Rubin promised from the US Treasury and our pockets to follow later (as in later Bub). That was then followed up with an immediate $$$ transfer to Korea to help them over the big hurdle of the massive loans due the end of this month. Then the PR on the whole desparate exercise was that the banks were going to divide Korean debt up into categories of worthiness (the new buzz word about to replace ubiquitous) and stretch out the debt timetable (convert short term to long term). As far as Wall Street is concerned--- End of crisis. A few details left out. Will the Japanese banks roll over bad debt? Will some bank demand payment leaving those that roll-over looking like sorry ducks? Who will step forward to float the really big restructuring loan that Korea (like Mexico) will need and who will guarantee that debt???? Bottom Line --- You can always line up the ducks for a moment or two but then they go quacking off in different directions. I sincerely doubt that the banks are going to stick with the program. In particular I'm skeptical that they will LEND MORE without guarantees. ========================= Eagerly awaiting the sequel. Korea II. And watch Japan.