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

To: Paul Fiondella who wrote (20937)	3/11/1998 12:05:00 AM
From: ToySoldier	Respond to of 42771

My humble technical opinion... I'm sorry, but I would be extremely shocked if Microsoft actually even hinted to giving up on Active Directory and joining the NDS band-wagon. I don't know for sure but all I have heard from Microsoft's chats with its developers is that Active Directory is key to many of their platform developments. Plus, I just cannot see Microsoft using one of their competitor's key strategic products and dumping their own. If this is true, say hello to Novell's stock price! Put a big dent into Microsoft development plans that include Active Directory. I think you all are having sweet dreams - I don't believe it! I sure wish it were true! The 1 DLL that Novell has modified to allow NDS for NT to work transparently with the NT clients and servers is basically an NT Domain request intercepter. Unlike the fear that Microsoft tried to put into people and failed in February - NDS for NT is not embedded into NT and basically, NT servers and their clients do not even know that NDS exists. If NDS were to be truly implemented into NT, Microsoft would have to conform their back-office product developments to tie natively into NDS, their COM strategy would have to be re-thought with NDS in mind, their deals with Cisco on the agreement to use Active Directory would be abandoned, etc. etc. The only reason Microsoft objected to the one Novell modified DLL is that it was sooo simple and painless for Novell to slip NDS in as a replacement to NT's Domain. Although they have thrown out a TON of FUD that this DLL fundamentally effects NT, its pure bullshit and the industry caught them on it. We have run a lot of tests on the NDS for NT in our labs and it is very painless. The fact that an organization can dump the painful administration of Domains was almost too good to be true. It works great so far. If Microsoft did all this and actually delivered on these "about-face" strategic directions, then it would be very hard for Microsoft to turn on Novell. It would only hurt Microsoft. Novell would simply allow Microsoft to integrate NT into NDS. If Microsoft decided to abandon NDS, no skin lost on Novell's part - they already don't have Microsoft's commitment to NDS. I want to re-iterate my opinion - if this interpretation is true, I would buy Novell stock now! These are my opinions. Sorry for rambling on folks ToySoldier

To: Paul Fiondella who wrote (20937)	3/11/1998 8:46:00 AM
From: Spartex	Read Replies (1) \| Respond to of 42771

Paul: We both know MSFT isn't naive, and I really think Senator Orrin Hatch and DOJ is a wonderful catalyst for moving MSFT into a more cooperative relationship with apparent competitors. Plus, they may get to steal some ideas in the process too <s>. Regards, Quad-K

To: Paul Fiondella who wrote (20937)	3/11/1998 12:33:00 PM
From: Spartex	Respond to of 42771

Paul: I believe a block purchase of 200K filled today at the morning NOVL high of 10 3/4. Also a bunch of smaller blocks in the 25 to 50K region, and a few in the 100K. Hmmm, what's going on here? Regards, Quad-K