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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Bearded One who wrote (22338)	1/5/1999 3:41:00 PM
From: Charles Hughes	Read Replies (1) \| Respond to of 24154

<< And Novell is a 7 billion dollar company about to bag a huge chunk of an essential future market from a 350 billion dollar company.>> Amazing, too, isn't it. A few years ago Novell appeared to be a dead company technologically. They had let most of their key developers slip, and the management appeared to be brain-dead, relying as they did on a network product developed in the 1980s. They had also blown the UNIX opportunity they had. They were on the ropes. Why do you think they were able to come back like this? TIA, Chaz

To: Bearded One who wrote (22338)	1/5/1999 3:56:00 PM
From: Cory Gault	Respond to of 24154

Bearded: I don't think I derided your NOVL investment at all. As a matter of fact I think NOVL was a good call as well your NSCP investment(I assume you're still long NSCP). Just seeing Toys name on the post brings back good memories. You are correct about NOVL and % gain in 1998. Of course when your stock price has tanked all the way down to 6 it's easier to have that type of percentage gain. Did you catch NOVL at the bottom? If so congratulations, as far as about to bag all that revenue from a 350 billion company, can I assume you're predicting a poor earnings report from MSFT in a couple of weeks or in April? In any case, nice day to be a Mr. Softie shareholder!!! CG

To: Bearded One who wrote (22338)	1/5/1999 4:43:00 PM
From: Alan Buckley	Respond to of 24154

I agree that NOVL is interesting at present due to NDS and the general competence Schmidt seems to be re-establishing. I think Toy blundered, though, by predicting MSFT doom and gloom based on NDS vs ActiveDirectory technical comparisons. ActiveDirectory is not the critical MSFT product, NT server is. MSFT's immediate need for NT server is to grow a powerful mid-sized base, and to close (or at least maintain) the gap on enterprise features and scalability. A successful NDS is actually quite helpful there. It grows NT, not necessarily at the expense of Unix, but in the "expanding pie" sense. Long term, MSFT needs ActiveDirectory to be complete and competitive for strategic reasons, but it's not something that has to happen right now. They don't need to show hell-bent IE type progress. The trademark "version 3 turns the tide" progress should be quite adequate. NOVL has become a neutral factor to MSFT, and is therefore likely to receive less flak from Redmond. A smart move by Schmidt and good news for NOVL shareholders. Noorda was doing great until he got this crazy idea that he had to kill MSFT to succeed.