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

To: ToySoldier who wrote (12665)	11/27/1998 11:29:00 PM
From: Frederick Smart	Respond to of 74651

Knock, knock....Who's There? A company that's fast on the road to define its domain as fundamentally a high growth Internet/Network Services company that will aggressively populate technologies and services that enhance an enterprise's ability to "open up" to the world of the Internet NOW rather than LATER. The layer this company is targeting - Network Services - will soon be viewed as THE FASTEST technology growth niche in the NOS market for the forseeable future. This company has a 2+ year lead on their closest competitor - Microsoft. More and more companies will look upon this company not as a NOS vendor, but as a enterprise empowerment technology vendor: able to unlock the energy in corporate enterprise systems quickly, more efficiently and for a lower cost that the competition NOW instead of 2 years from now. Application vendors that DO NOT see the value in integrating hooks into this company's - such as XXX - now will lose out to vendors that do. XXX will create hooks that will make corporate enterprise systems walk, talk, sing, and dance. Using this company's range of products and services, the power of the Internet plugs into and "opens up" the enterprise. Energy, growth, success will follow for this company and its customers. We will see Java rise in this wake. <<This company is knocking at the door --RIGHT NOW--so expect more and more defensive tactics.>> The CEO should stay on the high road. The crowd will bate him to make comments about Microsoft. If he plays his cards right, Novell's technology will be drilled into NT faster than Bill can create his next cloud of vaporware. Here is THE LINE in the sand that this company's CEO and all his marketing troops must draw: COMPANIES THAT EMBRACE OPENNESS ....will open their legacy enterprise systems to the internet ....need Directory technology NOW to manage diverse environmnts ....know that Java provides more flexibility and openness ....need incryption and security packages that are flexible and robust ....know the value of embracing end customers directly ....want to target, track and identify with those clients NOW ....know the value of trusting and responding to clients NOW Here's the line ============================= COMPANIES THAT REMAIN CLOSED .....do not have the same sense of urgency reaching their clients .....nor the same sense of urgency about knowing their clients .....are more disposed to think customers need them ......think customers "come to them" rather than vis versa .....do not think the Internet is a potential threat to their enterprise .....are content to spend the next 2+ years waiting for NT 5.0 .....are willing to spend more than they have to while waiting .....do not believe Java will succeed .....do not believe in diverse systems .....believe in the vision for an ALL-NT world A bet on this company is a bet on the power of the Internet to blow away corporate enterprise systems that try to remain closed. This company's business model is closely mirroring the Internet. This company defines openness. This company is giving. It is growth. Let the "Joy-ride" begin...... What company is this??? NOVELL.....