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

To: Gary Ku who wrote (24150)	11/2/1998 8:48:00 AM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Did you ever think that MSFT is stepping up their campaign against Novell because they have begun to realize what the markets are also starting to realize: Novell is rising from the ashes and their new & improved internet ready products are again building popularity? And with MSFT also realizing that their own products are still over 1/2 a year away before being released to the market (just in time for Y2K), they know that they MUST doing everything to stop NOVL from getting back into taking the marketshare race. So, the fact that MSFT has recently begun to step up its marketing efforts against NOVL is a compliment to NOVL and an eye-opener to the industry. The industry is not stupid, they can read between the lines. They know that if MSFT is making a new push against MSFT it is because they have something to fear! And MSFT is justified in this fear. Toy

To: Gary Ku who wrote (24150)	11/2/1998 10:41:00 AM
From: Peter Bernhardt	Read Replies (1) \| Respond to of 42771

MSFT is stepping up its effort to help NOVL customers to migrate from Netware to NT's and it is quite successful. While MSFT may certainly be increasing its efforts to convert businesses from Netware to NT, I doubt, given the ongoing delays with NT 5, that they're having much success. It also may be true that the loss of key personnel sometimes heralds problems for a company. However, you offer only the single proof that an executive at Novell has sold a number of shares (indeed, you have pointed this fact out many, many times on this thread). However, how this equates to a loss of customer base, much less should "convince" Novell investors that the company is in serious trouble, is beyond the wit of man. Contrary to your unsubstantiated assertions, given the current state of the NOS market, companies are more likely considering upgrading to Netware 5. It remains, despite all the marketing hype, a superior file and print server. And NDS remains a superior network management system. Add to this the fact that Netware 5 supports pure IP, the only thing holding back IT departments from upgrading their current versions of Netware to 5, might be, ironically, the need to support legacy applications running on IPX. - Peter B

To: Gary Ku who wrote (24150)	11/3/1998 9:38:00 PM
From: Scott C. Lemon	Respond to of 42771

Hello Gary, You stated: > MSFT is stepping up its effort to help NOVL customers to migrate > from Netware to NT's and it is quite successful. At this point we > can see very clearly that NOVL is losing customers for sure. You once again do not include any factual data to back up your claims. Microsoft has always tried to get migrations to occur, and yes it is true that they are stepping up these efforts because they realize that past efforts did not succeed. They are approaching a more desparate situation as NT v5.0 (Oops NT 2000) is not going to ship on time, and when it does it will be missing numerous features that enterprise customers are after. Additionally they are losing ground to Linux and Apache. They are looking for revenue anywhere. If I read actual testimonials on this thread: Message 6239894 Then I see that your claims do not seem to have much behind them. Please quote articles and analysis that is factual ... not heresay. > When a company is losing its customers, its key personnel won't > stay also sure enough. The first part of your statement is useless without proper factual information, but as for the second part ... I say good! Let them leave! Weaklings are the first to jump ship when the fight gets good ... the "key" people are the "good" people who are confident in their skills and the skills of those around them. You still have not defined what you mean when you say "key" ... is Eric Schmidt "key"? Do you think he's jumping? I'm sorry , but I think you have not had enough time in the industry to understand what true teams are made of ... > Even its senior vice-president sold almost all of its holding, > this fact should convince you enough that the company is in serious > trouble. Can you outline the facts that you have around this? There are numerous "senior vice-presidents" ... someone once said that Novell has more than IBM. So what we really have is one person that sold their holdings. So I should be conviced of ...? What? If it was serious, then how many SVPs should have sold? Is he the only smart one? I guess that the rest of the VPs don't realize what's going on ... I'm surprised that your analysis would hinge on a single person ... I usually try to find numerous indications of some event before I jump to conclusions. I'm convinced of nothing ... you'll have to do better! Also, if you want some good reading, you need to look into the fear that is running through Microsoft ... NT v5.0 is proving to be a very difficult task for Microsoft ... tuxedo.org This is a follow-on to a very good document on the monumental changes in software development processes ... and how Microsoft is afraid and trying to organize FUD tactics to keep their grip ... Instead of shorting Novell, maybe you should have shorted Microsoft ... Scott C. Lemon