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

To: ToySoldier who wrote (23976)	10/16/1998 3:52:00 PM
From: DJBEINO	Respond to of 42771

Year 2000 Wire/Greenwich Mean Time-UTA Joins Novell in 40-City Launch of Netware 5 ARLINGTON, VA. (Oct. 16) BUSINESS WIRE -Oct. 16, 1998--Greenwich Mean Time-UTA, L.C., marketer of the Check 2000(TM) line of year 2000 tools in North and South America, is joining Novell, Inc., on a nationwide tour to introduce Novell's NetWare 5 to customers. The 40-city tour, currently in its third week and drawing between 500-800 people per city, also features Check 2000, which is being integrated into Z.E.N.works(TM) v 1.1, part of the NetWare 5 product line. NetWare 5 is Novell's newest product platform for Internet-enabled organizations. With 79 million users, 4 million servers and 81 million nodes, NetWare is the world's most widely used network platform. Novell and Greenwich Mean Time agreed in August to bundle their products - representing the first time a major network software manufacturer has incorporated Check 2000 technology to assist customers in tackling the year 2000 on networked PCs. Stephanie Moore, Y2K analyst at Giga Research, said of the agreement that "Novell's commitment to Check 2000 gives users a safe option that guarantees them the support of a stable vendor with a substantial track record, as well as a robust and proven tool." More information about the tour is available at novell.com Check 2000 includes Check 2000 PC(TM), Check 2000 Client Server(TM) and, most recently, Check 2000 PC Deluxe(TM). The products currently are offered by more than 4,000 retail stores and more than 60 distinct resellers in the U.S. and Canada. Greenwich Mean Time-UTA www.gmt-uta.com ) is a joint venture between Greenwich Mean Time Ltd., a global year 2000 software development company headquartered in the United Kingdom, and User Technology Associates, Inc. (UTA), a 13-year old, award-winning information technology company in Arlington, Va.

To: ToySoldier who wrote (23976)	10/17/1998 5:31:00 PM
From: Frederick Smart	Read Replies (2) \| Respond to of 42771

Toy: This ones for you.... Just joined you in support over on the MSFT board...... Time to take the gloves off! ========================= To: keithsha From: Frederick Smart Saturday, Oct 17 1998 5:28PM EST -Preview- Keithsha: Let's line up the ducks against Microsoft...... First let's examine this contribution of yours..... >>The Merc new article vs. the year old Chicago Stock Exchange reference is a specious argument. The CSE is running their trading system on NT. This is how they make money. Merc never mentioned what the Netware systems would be used for. In fact, this article mentions that this project is being contemplated but has not been approved by the BOD.>> "This is how they make money....." Do you have any idea how the CSE is using NT? Their trading system is over 15 years old. NT is being used for their internal autoquote, plug in screen displays and cute GUI apps that macro out manual key strokes and autodisplay things that used to require hunting the pecking. I know of no Wall Street based exchange or high volume trading system that is 100% using NT. I've been in the business 17 years. >>IT shops are looking to reduce complexity and some cases this means the diversity of the platforms they deploy. This usually means mainframe and midrange systems such as Unix and NT will stay in place. The questions is what role is there for Netware? NT application servers can also provide file and print services. I can't reliably run apps on Netware. As for directory service, NT has over 600 applications (not utilities) that integrate with it's directory to Netware's 30+. >> Reducing complexity is about all NT has accomplished for Wall Street. And while Novell offers much better file and print services, NT is fine for most shops. Apps is the second area that favors NT, but with the Internet and Java apps exploding this advantage will gradually fade over time. Gates can stop the Internet from drilling into the corporate enterprise. The problem all NT shops have going forward is that they will be captive to their naive decisions to put all their eggs in one basket at a time when the world of the internet is offering up multiple basket apps that will run on Java and force cross platform integration - back and front office - faster than Gates would like for he can't control what doesn't hit his platform. >>Toy, you are going to have to convince me that you have some technical knowledge of Netware beyond the hype you've been digesting and reguritating on this thread. Could you explain NDS back links or watchdogs? If so we'll continue.>> The last area NT will fall down is in shear speed. The bandwidth explosion going on right now will demand blazing speeds for massive new amounts of audio, video, voice and regular data. Netware 5.0 is ready for this explosion NOW. As for NT's strenght in apps, all this will morph into "server space" faster than any of us think. Why have apps running locally anymore when bandwidth is so pervasive and fast? IP datagrams is where the action is at and Netware 5.0 and Novell is set squarely to benefit from this second internet wave that will be massively larger than the first wave. It's enterprise time bubba.... Just to stay even, all companies will be forced to open up their enterprises much more than they are currently. Those who open up more will grow more -its that simple. Novell has embraced this open, fast, high bandwidth path of the Internet Wave II. Like Wave I, Gates will have to do an abrupt about face and embrace more and more aspects of Novells fundamental strengths for it to stay in the game. As for NDS, it will be a portal of portals - the ultimate White Pages of the Internet - reflecting ALL that's inside corporate enterprises. Novell will be able to "network the network" in ways that will make Gates cringe. People want and need to know - inside and outside the enterprise - where everything is located. Right down to personal interests, programs, files, etc. Novell and NDS have the architecture to do this NOW, not in 2-3 years. The power of NDS will accelerate and grow much more quickly than people have any idea. As for Microsoft, its problems with the DOJ will be a major distraction. Odds are they face being split in two companies. More revelations will come out. Their "mindshare" can only get worse. Novell's mindshare is on the rise. Keithsha, tell me I'm wrong on all this...... As for Toy,he's a fellow friend on SI.