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: Spartex who wrote (19998)	2/6/1998 10:52:00 AM
From: Serendipity	Respond to of 42771

Quad-K: Thank you for your response. Thanks also for the B Acc/Dist rating heads up--a day ahead!<G> As you know, we are in the 50 day moving average area... I like to see the price not to go bellow it and find a true support. 'Things' I follow are mixed--'they' flashed a buy at 6 7/8 to 7 1/4 and are now 'silent.' I will wait and watch for the next 'signal.' BTW, Asian Mtks, Yen, Europe, Mtks here,...etc...! Now, only if novl would turn...LOL Thank goodnes, novl is not the only stock in our portfolio that has a 1/2 point gain!?? GGG Regards Seren. Ps. To All: Feb. 23, after close, has been mentioned as the report day. Is this correct? Thanks

To: Spartex who wrote (19998)	2/6/1998 12:00:00 PM
From: Paul Fiondella	Read Replies (3) \| Respond to of 42771

MSFT and monopoly The important thing which Microsoft never mentions, is that when a company called Netscape appeared in the computer software industry with two products that made the Internet commercially viable --- a browser that allowed visual HTML to be accessible on any desktop, and a web server that allowed Internet commerce to advance, the company which controls 86% of the the desktop operating systems responded with a no cost browser and a no cost web server. That is the crucial act, together with the demand MSFT apparently made of various companies that they install its browser product or not get its OS system. Everything else is a crock. Netscape is the test of the industry. It was brilliant of Jim Clark to mobilize investment capital to commercialize and then advance the product development cycle of the technology so rapidly. And capitalism worked beautifully in providing an IPO which funded the company. But Netscape only had two products to sell and Microsoft gave away just these two products. The failure of the Justice Department to respond to Netscapes complaints, which date back years is the root cause of the imminent demise of Netscape. Senator Hatch has got it right. Either the computer industry and the government wise up now or we will face an Internet Commerce Commission. I would expect we will get regulation of content first and foremost with any new ICC. Markets cannot work properly when they are dominated by monopolies. Do you really think you are going to see another Netscape? What investor would put any money into a software technology today that had any prospect of coming up against MSFT at some stage? As to NOVL, there is nothing comparable in its situation to MSFT. You don't find Novell saying that you cannot use Microsoft's browser with Novell's NOS. You do not find Novell telling its customers they cannot install competing products or Novell will withdraw its service support for its NOS. Gates has figured out that Washington is behind the technology curve. Gore can talk the talk but he can't walk the walk. And as for Clinton he doesn't stand for anything. His Justice Department sealed Netscapes fate when it came up with the infamous consent decree. In other words the Clinton administration is full of it. The press ought to figure it out.