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

To: ToySoldier who wrote (21142)	3/16/1998 12:44:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Which IBM applications sales does NT put at risk? I understood perfectly what you said but your argument is flawed. Its a waste of time to argue that IBM has a desktop OS in OS/2 given the market share that MSFT has on the desktop with its OS. "Contrary to my belief" and "very robust" do not overwhelm the facts of the situation---no market share on the desktop for OS/2. Its positioned as a server not a workstation. Your argument #1 dismissed for lack of market share. Argument #2--- "IBM's application software and tools would be at risk if they fully relied on Microsoft's operating system" Prove it! Which apps exactly are at risk? IBM doesn't need an in-house NOS at the department level (small scale servers dedicated to apps). For larger servers it has its version of UNIX. NT won the battle for small scale servers. This is something that I am amazed noone at Novell seems to understand in terms of its implications. Until apps done in JAVA become a factor in the small scale server arena and Novell beats NT in that arena, I can see no valid reason for IBM following anything like your acquire Novell scenario. ====================== I used to believe in the IBM possibility before NT's overwhelming market share put the whole idea to rest. I see no reason for IBM to acquire Novell absent a dramatic increase in web server market share based on Netware 5.0 which should show up in 4.11 if it was going to happen. IBM and other suiters will only buy a company with increasing not decreasing market share prospects.