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

To: Jack Whitley who wrote (23440)	8/9/1998 8:40:00 AM
From: Frederick Smart	Respond to of 42771

Jack: >>Another area I am concerned about is e-mail migration. In lieu of no real industrial strength transaction processing being done on networks (yet), e-mail is still the killer app. I have read with keen interest lately regarding Lotus' new 'no Netware' policy which the attached article explains. I read the article below and I want to think it is actually an opportunity to push Groupwise into facilities that haven't had it before. After looking at the article below, what are your (or any of the other smart tech people who so generously post here)thoughts. >> E-mail still is the "killer app" - an almost ironic use of the term, especially in front of the horror stories in the article you shared about trying to use NT as a full-blown mission critical enterprise e-mail server. Gate's knows that, like a pig in a pig sty, all he has to do is claim the deepest spot first to ensure he's covered. NT - the pig - has a lot of mud all over it. Its sits there - hogging up resources, making a mess out of everything. You have to chase it down, jump on top and try to shoehorn it to make it work. On comes IBM, Sun, Novell and others to hose the pig down. Now the pig looks clean, but he's still the same pig. You are right about e-mail. The cute phase is over. As an app its the first battalion for any enterprise's attempt to go live and interactive with the world. Keep in mind, email will no longer be static - in the new ERP world it must be live, breath, even dance. How about inbound/outbound full streaming voice, video and data as led, driven and controlled by an originating e-mail message. The new IP protocols will support this entirely new world of "consolidated streaming". E-mail is still the Trojan Horse, however. It all depends on whether this horse can hunt as good in an NT world. My take on e-mail is that we are on the threshold of some extremely exciting new developments which will completely redefine its role. E-mail is currently a huge liability for most corporations - see Gate's DOJ case. It is NOT being used full-duplex inbound/outbound as it should because of security concerns. Sure you can encrypt any message, but you can't control it once someone unencrypts it. However, the new IP protocols arel laying the groundwork for a whole new approach to using and defining e-mail - and by extension everything else that may follow. What's interesting about all this is that all the very interesting stuff going on in this area is in the Java camp. I don't think Gates will be able to control it. He's already shot himself between his legs by changing two words to make "his" version of Java. Jini and the DOJ will take care of this problem soon. At the present time, I think Novell's new hose - 5.0 - will much bigger and the water much cleaner than the competition. The pig will get clean, which will only shorten the time to slaughter. And that mud.... will be rich full-blown Java. Can you imagine that sight....?!. Sorry about the images - its Sunday.....