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

To: Scott C. Lemon who wrote (21456)	3/29/1998 7:44:00 AM
From: EPS	Read Replies (1) \| Respond to of 42771

Hello Scott, I follow your technical posts with interest. I would like to know your opinion on possible companies that NOVL could be interested in adquiring, and of course the rationale for such. Regards Victor

To: Scott C. Lemon who wrote (21456)	3/29/1998 10:24:00 AM
From: Jim McCormack	Read Replies (1) \| Respond to of 42771

Java Spec Compliance is "Step One" I would like to discuss this topic to get your perspective.... Being 1.1.5 compliant is "OK" but surely you would agree that one could improve upon the spec and add new features and enhancements to improve the product ..... Look at SQL - that has an ANSI spec. Almost every SQL vendor (Orcl, MS, IBM, Sybase) have a set of extensions to the spec to make the products more appealing to different consumers. SQL and JAVA products are not commodities and they compete on factors beyond price... what good is it to have 10 people produce exactly the same product? Sure - some base level of functionality should be ensured - thats where the spec comes in.... a minimum. I want as many features as I can get and then I'll choose the vendor with the best set to meet my applications needs. I welcome all the extensions - after all here do you think they get the next round of features for future spec releases? Novell is in a good position with a server side Java product. Have to wait and see how things play out. All Novell can do is implement the spec and hope that developers choose them for the back end. Those companies that control and backend and the frontend will no doubt add features to the spec and leverage the position they hold by allowing developers to implement new extensions on the frontend products and supporting them on the backend products they produce. Novell has to align itself with a Frontend/Backend provider - Netscape/Oracle - and extend the spec in partnership to match features with the MS extensions. If you do not match features you will be left behind.... SQL evolution has taught us that...... Database Replication for instance was not part of the original spec but it is now and all vendors support it.... It started as a proprietary extension. Specs are a snapshot - Dated as soon as they are written - the market place demands innovation - if a new set of code is added as an extension that solves a critical problem - the spec evolves... That is a good thing! Jim

To: Scott C. Lemon who wrote (21456)	3/29/1998 10:36:00 AM
From: Jim McCormack	Read Replies (1) \| Respond to of 42771

Scott - Active Directory -You'll love this one.... special report from news.com SALT LAKE CITY --Microsoft is about to deliver a technology that you may never have heard of, but it is central to almost every piece of software and technology the company will sell to systems managers in the foreseeable future. "Most companies will be blind to the need for an enterprise directory and will not see the light until Active Directory comes out," said Jon Oltsik, analyst with Forrester Research. "Microsoft's timing is going to be impeccable in this case." news.com Jim