Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Costa Kapantais who wrote (23117)	7/20/1998 3:52:00 AM
From: Bearded One	Read Replies (1) \| Respond to of 42771

US GOV has said that Win 3.1 must be upgraded. I'm not sure of the details, but Windows 3.1 is not Y2k compliant. This, of course, only applies to US agencies and I suppose companies which do certain business with the Government. My question-- this will spur a round of upgrades-- will Novell benefit?

To: Costa Kapantais who wrote (23117)	7/20/1998 8:29:00 AM
From: Paul Fiondella	Respond to of 42771

NT5 and Novell Everyone underestimates the two tools of the Microsoft trade. The first is called unfair competition, that is, when they go to the client and say if you go with old Novell over there then use schedule B for your purchases. In fact I'd love to hear of all the unfair competition practices that Microsoft has used to date against Novell aired publically. The second tool is FUD. Everyone assumes that NT5 will be late late late giving Novell two quarters out of the gate. Do you really think Gates will let that happen? Look what happened with the browser wars. ITs very clear that Novell has captured back a significant amount of mindshare based upon stability, NDS, and Schmidt but Microsoft is capable of using these two tools to undermine the best of efforts. What does Novell do if just when they announce Netware 5.0 release, Microsoft comes up with an improved release of their directory in a new BETA? I just think I would be looking very carefully if I were at Novell at both of these Microsoft tools.