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

To: Jerry Heidtke who wrote (21843)	5/4/1998 9:59:00 AM
From: Scott C. Lemon	Respond to of 42771

Hello Jerry, The impact of a delay is actually much greater ... > I doubt that few months' delay would mean much more damage to any > other vendor. You're right, bit it would mean serious impact to Microsoft and they might as well call it Windows99 ... A number of years ago, I learned that the Christmas cut off for OEMs of Windows is June ... if they don't get the software they will not be able to install, train, create support for, etc. the product by the Christmas time frame. In other words if Windows98 doesn't ship, the majority of consumers will not see it everywhere at Christmas time, and new Microsoft Children will not have it pre-installed on their computers ... > The only issue I can see with the delay is that a lot of larger > companies are going to be working hard later this year to get > all their desktops Y2K compliant. It's the consumer market where Gates needs his Microsoft Tax revenue ... and they are on the verge of missing this opportunity ... > If Win 98 is delayed any more, it will cease to be a viable choice > for many large companies as a standard part of a Y2K compliant > desktop. This only affects Microsoft's upgrade revenues, not any > OEM sales. I have found few corporate customers looking heavily at Windows98 ... Microsoft has told them that NT is the way to go. So it is the OEMs and consumer market that will be impacted ... Scott C. Lemon