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

To: ToySoldier who wrote (21381)	3/23/1998 10:31:00 PM
From: DJBEINO	Respond to of 42771

Novell on Monday announced a strategic relationship with Intel to optimize the 64-bit Intel Merced chip, which is on track for delivery in 1999, for the Novell NetWare architecture. techweb.com Novell Tightens Sun Ties techweb.com Novell Beefs Up NetWare 5.0 techweb.com Novell said Monday it will include the world's fastest Java Virtual Machine (JVM) in its upcoming NetWare 5.0 release. techweb.com

To: ToySoldier who wrote (21381)	3/23/1998 10:34:00 PM
From: Jim McCormack	Read Replies (1) \| Respond to of 42771

ToySoldier - Keynotes Up on Novell... Listening to Schmidts Keynote on Real Audio (This technology itself is amazing - he gave it today I got it tonight - for free - and it looks and sounds great at 28.8 - please check it out!) novell.com I have to say he appears to be "On" in this session. I even got a little "Pump" from the speech....Look for good press.... Bit of a love in ... "Where do you want to reboot today" - E. Schmidt Jim McCormack

To: ToySoldier who wrote (21381)	3/24/1998 7:48:00 PM
From: Peter Connolly	Read Replies (2) \| Respond to of 42771

Hi ToySoldier One opinion that I've changed since moving from speccing software to speccing hardware for installations is that people aren't scared at throwing hardware at a problem if they think it might go away. By using a compatability gateway to ensure a smooth transition to a pure IP network, Novell has taken the correct direction. After seeing some of the servers that people are buying just to run basic services on both NetWare and NT servers, I don't think an extra 10-15% CPU utilisation would be a problem. Combine this with the fact that NW5 has a new Multi Processing Kernel and a new file system that scales far better than either the current NW file system or NTFS and the issue becomes moot. One possible danger that Novell face is that if the installed base decide that they need to migrate to a new server to upgrade to the newer version, they may decide to change OS entirely. I've come across several (few) customers that have said 'if I have to upgrade to NetWare 4/5 then I may as well change to NT'. They may as well change to a decent UNIX, with links into their NetWare environment to suit is my usual answer, but they're the customer. It's down to Novell to educate the customer base, and the resellers involved, that NW5 is worth the upgrade. The activity at BrainShare 98 seems positive so far, but the advantages of Novell solutions needs to be driven home before the MSFT crap takes hold and the 'National Enquirer' of computer OSs (NT - lots of pictures, big print, no content but sells well) totally takes over. Regards Peter PS Glad to hear you're pushing BorderManager. Pretty cool technology, I've done a lot with it. Solves about 90% of people's problems with connecting to the Internet. P