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

To: PJ Strifas who wrote (24978)	1/14/1999 10:06:00 AM
From: Paul Fiondella	Read Replies (3) \| Respond to of 42771

NOVL as an acquisition Well you certainly hit on it. Novell has forward looking technology which it has refined for years in NDS. ITs NOS is stable. No doubt that when and if JAVA ever becomes the COBOL of the business community and the internet the medium of transactions, these hardware companies will see that they have to have an NDS product. I personally think that IBM, SUNW,ORCL,NOVL,NSCP have been working together to divide up the pieces of the internet puzzle. They also all compete. NOVL has been the weakest link in terms of market share. Probably Schmidt's approach is to show them that IP based Netware is growing again and gaining market share. If he can show that then he will bargain harder for the other partners dropping competing directory schemes. After all you need standards to face off against MSFT. I think this is the key to Schmidt's strategy for "turning around" the company. Once you reach the point where Netware sales are on the upswing then NOVL's NDS technology will make buying NOVL a bargain to some Lucent. I expect that by then Lucent will be taking the place of the old AT&T as the centerpiece of the internet age. Why 2K --- well for one thing to get those old workhorse Netware 3.11 systems upgraded. Right? At some point he weak link and the greediness of the growing Lucent's may simply put NOVL in play. I guess Lucent would have to reach the conclusion that NDS was the best way of managing client access ================ Most people who post here do not understand that my main beef with Novell is its failure to get some pizzaz into its small server offerings (40% of its previous business). Its relentless enterprise focus misses the entire point of the internet and pc computing in general. The internet is the first real network for individuals. Individuals are having an effect on the development of that marketplace as they did with their purchasing PC's in the 80's. I'm sure Novell can do something with e-commerce as I have previously mentioned to go directly to end users with something to sell. Novell has to streamline their sales. They also have the JINI initiative but I have yet to see a product I can buy for my home or small office from Novell. That's my beef with them. When Eric posts here and mentions Silicon Valley start-ups I realize how far behind I am being here in New York.