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

To: DJBEINO who wrote (21127)	3/15/1998 11:34:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Hmmmm! After reading that TechWeb article on Novell, many of the points it brought up were very similar to what I have been saying in my recent (long-winded) postings. As I mentioned in a previous posting - I agree with the one consultant fully that clients should implement Novell's File and Print infrastructure with the NDS Directory Services and then install NT with NDS for NT when & where an NT app server is needed. Also, I was happy to see that the TCO (Total Cost of Ownership) factor was actually mentioned in the article. Nicely summed up article. Its nice to see Novell Loyalists that are once again becoming optimistic. Who said Novell is dead? Paul F. I can't speak on your first point because you might be right is saying that GroupWise might have to be divested (don't know abou that). I disagree with you on point 2. IBM does not own and has LITTLE control of NT, so, NO they do not have an operating system (if OS/2 were to be shelved). Sorry, but a company the size of IBM does not like having major components of their software product strategy put in the hands of another vendor, specially Microsoft. Microsoft has clearly demonstrated it is not an industry team player. They are trying to screw up Java and they develop DCOM when the industry has agreed on CORBA. IBM trusts Microsoft only as far as it can spit. There is no way in hell that IBM will put its critical software development solely in the hands of NT. They are definitely using NT, but they are also making sure that the other available platforms are being used as well. I would like nothing better than to see Novell make it on its own. I also think it likely will make it on its own. But if there ever were a logical choice for a company buying Novell, its IBM in my opinion. Remember also, there are not too many other industry players other than IBM that have the deep pockets to buy Novell and not water down their own share price. Just my thoughts. Night Folks. Good Investing this week. ToySoldier