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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Peppe who wrote (4748)	10/22/1998 12:01:00 AM
From: CMS27	Respond to of 21876

I'm not very deeply educated in these technical issues, but... You said, "It initially only worked on Netware IPX clients and apps that ran on Netware. Novell has recently discovered that the world is going IP, hence their support for IP" Novell has always been involved with IPX which is pretty much the same as IP. Novell's entire platform is IP based and always has been. How can you say they just discovered this? You said: "MSFT's Active Directory is still vapor ware and hasn't yet shipped. HOWEVER, NT owns the lion's share of the application server market." The installed base of Novell is huge. NT is working on getting into that base but to say they have a lions share is simply untrue. Novell has the lions share in terms of installed base. Larger networks that are Unixed based are dominated by IBM, SUN and other large Unix players. NT wants in there too, they have no lions share. You said, "The LU announcement with NDS is purely a defensive move on LU's part with no substance. Who cares if NDS is better than Active directory if no one's using it ?" Defensive or offensive call it what you want. LU is aligning itself with a trusted brand name that thousands of IT proffesionals love. These folks will care that it's better then MSFT's product and they won't change unless MSFT's is better. This is a different playing field than the desktop. Don't hang your hat on MSFT's strangle hold in that world translating into instance dominance in the very large world of unix and global information technologies, they simply don't have the same leverage outside the desktop. They will have to compete on quality of product in this space. With all this said I believe it will truly be a battle. and I'm not yet ready to conclude a clear winner. I think it is an issue that long term holders of LU should bear in mind and see how it shakes out over the next year or two. Scott p.s. can you name one app written for NT server? Remember we're talking about NT server not Windows NT.