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

To: Loring who wrote (24606)	12/2/1998 5:04:00 PM
From: ToySoldier	Respond to of 42771

The capabilities of NDS will be limited on NT servers as compared to NetWare servers. NDS for NT basically allows companies to more efficiently manage NT server environments and also allows customers with mixed NetWare/NT environments to be managed from one Directory Service. NDSforNT does not give the NT servers and their related services features and capabilites that they simply do not have. So for those customers that want a better NOS, they would purchase NetWare over NT. For those that don't care about the quality or reliability or scalability of a NOS, they would still buy a NT server. The bonus for NOVL is that for those that decide to buy NT servers (for whatever reason) many of them will consider NDS as an additional product to address the disaster within NT servers called Domains. I see no loss here for NOVL. Remember also that once customers have entrenched the NDS into their environment, then NOVL will have NDS integrated solutions that will be more appealing to the customer (since it further improves the management and TCO reductions). Consider NDSforNT to be a foot-in-the-door product for many of their other products. Trust me - MSFT is very nervous about NOVL's NDSforNT product - and for good reason. Toy

To: Loring who wrote (24606)	12/3/1998 2:02:00 PM
From: Villemure	Read Replies (1) \| Respond to of 42771

<<Won't the success of NDS without Netware 5.0 (except for the one server) have an impact on sales to new Netware customers?>> It's not an either-or situation or a zero-sum game. For most large companies, it's NetWare AND NT. Novell's strategy is to make NDS ubiquitous and central to every customer network. If the strategy is successful, it will have the overall effect of boosting sales for NetWare and other NDS-enabled products.

To: Loring who wrote (24606)	12/5/1998 3:34:00 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Hello! That's one perspective on how this could play out. I'm more inclined to see it as a way for Novell to lure those "trapped" into the MSFT-centric world back into the Big Red's corner. Once major corporate clients go to NDS you'll see other Novell products finding their way onto the corporate network. Specifically, you'll see ZENworks and BorderManger which will convince many people to make the migration to NetWare as their primary NOS. NT will move on to more specialized services under the NetWare umbrella. Peter