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

To: Fernando Saldanha who wrote (24927)	1/9/1999 10:09:00 AM
From: EPS	Read Replies (1) \| Respond to of 42771

Hi Fernando, Please look up the links that Peter Strifas just posted, for example novell.com This year alone expect earnings to go up by at least 125%.. The big battle is now centered in the directory systems arena. If NOVL succeeds in establishing its directory system NDS as a standard then watch out... Windows NT 5 (oops sorry Windows 2000) and Active Directories are nowhere to be seen yet. Since these systems need extensive testing to mature and prove themselves in the field, you can safely say that Active Directories are at least a few years behind NDS. Of course NOVL needs to take decisive action NOW to solidify its current advantage.. Interesting situation: the result is by no means certain. I'll say that NOVL still makes at these levels a compelling investment. While it is true that Gates makes a formidable competitor most people here will agree that he has done so well in great part because of incredible strategic mistakes by his main enemies. In particular, the spectacular past mistakes of NOVL are well documented. The enemy within was stronger than anything Gates had to offer. This is hopefully now behind us. Regards Victor

To: Fernando Saldanha who wrote (24927)	1/10/1999 2:42:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Saturday night massacre. Before watching "Fear and Loathing In Las Vegas" (I have to commend Hunter Thompson for surviving that abuse of his body since most didn't --- perhaps that is the sub-theme of the movie), I decided to dismember my Windows NT system. This is the NT system connected up to the internet that greets me with several screens worth of error notifications and sys32 directory dumps upon booting! Next to the NT system was a brand new box awaiting board transplants. Upstairs was the Win98 system that is to be the new internet access system. (Yes I know get Linux) Why Am I doing this? Because I need two screens, one for placing trades and getting news, and one for uninterrupted quote feeds. Win98 does this and NT --- well forget it. It displays SYS32 directory dumps. So I stand over the various boxes and consider what components can be safely moved from an NT system to a new box? The wrong answer to this question can cause you days of lost time and send you to Microsoft hell (not to mention the blood the case draws). It also could mean not watching the movie. My Decision: Only the video board and the hard disk. That turned out to be the correct decision, it boots up the first time! (that never happens with Microsoft or so rarely it give me a thrill.) Now NT has a virtue which Win98 doesn't ---- it does not crash when you remove components or change monitors. Try that with Win98 and you are asking for trouble. (Such as the day my wife said her Win98 system was locked up --- source of the problem, she hadn't turned her monitor on before she booted up and Win98 screwed up its registry! when it plugged and played). The Win NT system now has a little tag on it and sits over in the corner which says "it works, but never again in this office".