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


To: Scott C. Lemon who wrote (19647)1/16/1998 11:47:00 PM
From: Paul Fiondella  Read Replies (1) | Respond to of 42771
 
Time for Novell to file an anti-trust complaint

Microsoft denying support to NT customers if they install NDS on NT is the equivalent of saying you can't put a competing product on the NT operating system.

This is the logical extention for MSFT of their argument to Justice Jackson. Now they are saying if you install a competing product on our operating system you break the operating system.

This action of threatening to deny NT customers support constitutes an unfair business practice. It is a intentional interference with Novell's business relationship with Novell's customers and an obvious attempt to deny Novell sales.

Novell should file a complaint with the Anti-trust division. They are practically announcing their intent to make NDS on NT incompatible in NT5.0. That's how I read it.

"See Judge putting NDS on NT makes it so it doesn't work. They've added a .dll file to OUR operating system. That constitutes a change to OUR operating system which only we can make or authorize. Therefore we are completely justified in denying support and revking the license of any NT customer that acts to tamper with OUR operating system i nthis way."



To: Scott C. Lemon who wrote (19647)1/17/1998 12:37:00 PM
From: Joe Antol  Read Replies (1) | Respond to of 42771
 
Scott: re: your entire response to my post. "Regardless"... is what I say. MSFT is MSFT. You rebutted on your "web page". Not the rags. MSFT gets the press in the rags and the financial journals. MSFT is a bad, bad boy right now. But as I said in my second post. When the dust settles, "who ya' gonna call" is gonna be the mantra of the CE/I/O's.

MSFT has too much muscle. Novell needs major body building work to be done to accomplish anything. Superior tech. will not win. I keep telling you, I see NOTHING at IBM remotely responsive to NOVL. It's all MSFT.

Try as you may, try as the DOJ may, MSFT is out of control right now, and I don't (personal opinion) thing the politicos are gonna "buck" them.

We'll see how it plays out. The enterprise executives that are running the show right now have no backbones. They will go with the "winner".

Regards,

Joe...<maybe I should change professions and become and industry analyst <grin>>

PS: You say to Steve Fancy -- "Microsoft is here to stay, and so is Novell, and Microsoft knows it (to paraphrase)".

I say, okay, so be it --- now NOVELL -- "SHOW ME DA' MONEY", MSFT is, has been and will continue to "SHOW ME DA' MONEY". Check the daily stock action on both companies.

Novell will NOT get ANY credibility back until they "SHOW DA' MONEY".

Your next Q is IMO probably the LAST Q to be reported before Novell starts to get "disassembled". IMVHO.





To: Scott C. Lemon who wrote (19647)1/17/1998 4:27:00 PM
From: Mark A. Forte  Respond to of 42771
 
Even a giant tree must bend in a great wind or it will break.

Now is the time to "put" MSFT big time. Just ask the people at MO what can happen if the Govt gets in the act. I recommended an INTC put at 85 last year on the Cyrix thread and some lucky people jumped in.

Oh and Joe I was recommending IBM @45!!!

Juicey Fruit<GGGGGGGGGGGGGGGGATWTTB>

Grinning All the way to the bank!