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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: keithsha who wrote (12025)	11/3/1998 6:16:00 PM
From: Bearded One	Read Replies (2) \| Respond to of 74651

Keithsha, do you get paid to spout this stuff? Certainly you're not voluntarily proclaiming your ignorance. Are you? Let's parse just the first few sentences: The dying often rally and then fade as their last resources are spent. Which resources would that be? The installed base of 40 million, or the billion dollars in cash? Novell has been riding the underlying NetWare architecture for more than a decade. Windows 98 still has the underlying DOS architecture. That's what, 17 years? Do you have a point in your claim? Novell will finally have to modernize the platform... Look, Bullsht walks around here. You want to find problems with Novell's stuff, that's just great, though my guess is that if you ever went into more detail, guys like ToySoldier would just hammer you. But for better or worse, people don't make buying decisions based on theoreticals. They make decisions based on what's for sale. NetWare 5 is for sale. NDS is for sale. Both have been purchased by lots of customers, including Lucent. Windows 2000 is not for sale, and one of your biggest customers, Cisco, is probably going to change its current position and offer its systems with NDS as well. When that happens, they won't officially drop you. However, since it will happen long before Windows 2000 is out, it will be the same as if they dropped you. Profit margins yada yada yada* Unless you can show how Novell is going to go bankrupt in the next two years, it seems obvious that Novell will stay around long enough to take a major chunk of the directory market, if not most of it. That's just the way it is.

To: keithsha who wrote (12025)	11/4/1998 12:35:00 AM
From: ToySoldier	Read Replies (1) \| Respond to of 74651

Well based on Keithsha's extreme effort in throwing out one lie posting after another which is completely based on no fact AT ALL, gives me a clear indicator that Mr. Gates has called his minions to arms on an all out PR FUD raking war against Novell to try to slow down Novell's clear recovery! Have you been in hiding out from the IT world or does MSFT not allow you to even look at any other company's activities. After several failed attempts to revamp the OS (remember SuperNOS), Novell will finally have to modernize the platform expending tremendous time, money and effort. Do you know how to spell NetWare 5? It was just released. This is a completely revamped OS (unlike NT5 will be) based on a NDS directory Service which Novell has successfully shed there Bindery Services structure (unlike NT's Domains which MSFT will have to live with with Active Directory). If fact, I should simply take your posting and change the name to MSFT. MSFT has several years to go in order to make NT a mature scalable OS. This will take years!! NT will still be based on NetBios and not on pure TCP/IP NOS to client communications. MSFT know how tough this would be and is doing everything to avoid this painful re-architecture and resulting intense development. Also, where as most OSes are moving toward a nano kernel (like NW6 will be), MSFT's NT5 has become a monolithic bloatware project! By the time they are actually finished, NT may be as high as 50 million lines of code!!! NetWare 5 is under 15 million lines. Novell has bit the bullet and moved their NCP onto pure TCP/IP open standards. MSFT will eventually have to go through this painful process. MSFT has legacy domain structures that are completely un-scalable and because they are so far behind NDS in development already, they cannot afford to re-architect their new Active Directory to use a true federated and object-oriented DS by completely shedding its unscalable domain past. So they have simply pretty up domains and called it Active Directory. Novell has gone through this painful process 5 years ago. They can now look forward and scale NDS as far as it wants to go. Most know that MSFT will eventually have to go through this same pain and shed their Domain under-pinnings if they ever want to provide an enterprise scalable solution for their customers. So Mr. MSFT Minion, myself and several others on SI will not let MSFT FUD like what you are spewing go un-answered! You keep through out these utter lies. It only gives companies like Novell a soapbox to tell those that have previous believed the MSFT lies that there is a real truth. Companies like NOVL NSCP, ORCL, IBM and others a great opening! Thank you! You are a MSFT competitor's best friend! Thank Mr. Gates for us. Toy