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

To: DownSouth who wrote (25050)	1/19/1999 9:22:00 PM
From: ToySoldier	Read Replies (2) \| Respond to of 42771

Well its good to here that Win98 sales were better than normal. With the recently announced delay of NT5 now until 2000, MSFT will need Win98's sales (lol). Congrats on MSFT's good numbers Downsouth. I hope you sold some of your position late today as I would predict that MSFT's stock will begin its predictable post-earnings dim again. On other points while at the Global Partners Forum here in Snowbird Ski Resort.... A Senior VP of IDC spoke this morning at the Global Partners Forum here to many of the leading OEMs, ISVs, and Systems Integrators. He made a statement that said basicaaly, when it comes to the dirctory services technology - it will be a huge growth market and although I wont predict which DS vendor is best positioned to lead the DS business, I can tell you that I am at the Novell Summit. Novell is hyper excited and pumped here. They said that Shmidt promised them three phases which Novell will have to go through when he joined. Phase 1 is Survival, Phase 2 is Vitality, and Phase 3 is a return to be a leader in the industry. In 1997 Novell went through Survival. Last year Novell progressed into Vitality. 1999 will be the year Novell returns to being an industry leader. They have been pushing NDS here like I have never saw them push anything before. They are also being more aggresive in taking control of their own destiny. They said that no matter what Microsoft can do to progress Active Directory (if and when it will ever show up), Microsoft will always be 5+ years behind Novell in the technology. Tomorrow Schmidt will be speaking and it will be interesting to see what else he can say that Stone and the others today have not said or demonstrated. PS - they demonstrated their SCADS which had a Directory of 150 million OBJECTS!! Microsoft could only dream of a DS with that many objects. So much more but I have to quit (dinner time). Later folks