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


To: Elmo Gregory who wrote (22981)7/9/1998 11:42:00 AM
From: DJBEINO  Respond to of 42771
 
To take advantage of that lead, Novell will deliver a version of its directory that runs on NT software later this year--one example of how delays in delivery of 5.0 could offer a window of opportunity for competitors. Novell, for one, has refined a message that incorporates the company's experience in managing networks while admitting that NT will have a role alongside Novell software. Executives are nonplused by the NT delays. "Microsoft's goals are really Microsoft's," said Richard Running, director of marketing for NetWare.

"Most people were not fooled by the aggressive schedules of Microsoft and Intel so their revisionist history has not influenced the market," said Jon Oltsik, analyst with Forrester Research. "The impact now is that it gives breathing room to companies like Compaq Computer around the Alpha chip and Novell around NetWare 5.0.

news.com



To: Elmo Gregory who wrote (22981)7/10/1998 6:45:00 PM
From: DavidD  Read Replies (1) | Respond to of 42771
 
You wrote:
If Novell continues to integrate more features into NetWare 5, Microsoft may start
calling for an investigation. :-)
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However, I believe that incorporating features is only an antitrust issue when the company doing it is a monopoly AND intends to stifle competition. So I hope they (Novell) keep it up.