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

To: keithsha who wrote (12028)	11/3/1998 7:17:00 PM
From: cheryl williamson	Respond to of 74651

Get a grip, dude. Bearded One aced you on your own argument. Let's hear some *specifics* on NOVL financial stability. Maybe you're convinced of your own tech prowess because you've learned the words abend and scalability. Maybe you can teach them to Gates, he needs some help. cheers, cherylw

To: keithsha who wrote (12028)	11/4/1998 1:29:00 AM
From: Bearded One	Read Replies (3) \| Respond to of 74651

I'm not dismissing NetWare's architecture and legacy problems. I'm simply pointing out that they've managed to create great products which are selling to major customers despite whatever legacy problems they may have. I'm also pointing out that Microsoft has legacy problems of its own. In any case, you're right, income of $27 mil a quarter won't fund a lot of research. The assumption is that there will be some growth. Of course, neither did several years of actual losses, yet Novell managed to do enough research to come out with NetWare 5, NDS, BorderManager, etc... As for installed base eroding, you would expect that when someone else comes in with a competing product. NT has made inroads and is not going to go away. Novell will have to share the pie with NT. On the other hand, all of Novell's really cool stuff has just came out or is just coming out. Let's check back in 6 months and see what's happened.