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

To: Alomex who wrote (25463)	2/16/1999 4:20:00 PM
From: Loring	Read Replies (1) \| Respond to of 42771

Hi, Alomex. I'll leave it to someone more verbal than I to give you the reasons why we are enthusiastic about NOVL. Meanwhile, could you elaborate a little more re the market niche that "Linux and WinNT are making obsolete"? Are you referring to network OS and if so, why would that market niche become "obsolete"? Not baiting, just curious. BTW, don't I know you from the AAPL board?

To: Alomex who wrote (25463)	2/16/1999 4:37:00 PM
From: PJ Strifas	Respond to of 42771

Hello! I'd like to start off asking you to take a moment (or two) and read the last month's worth of posts -- I think you'd gain alot of insight into why we have look at Novell and see more than just a "has-been". I'll make a few points and let the others on this board share some of their optimism. While Linux has made some moves into the LAN OS marketshare, they really have made their move in part as a webserver/mailserver -- so right now it has a very specialized role. If anyone here is using Linux in any other fashion, I'd be happy to hear about it :) You consider MSFT's NT a direct replacement for NetWare? Well, if you buy into Microsoft's marketing and FUD, then it must surely be. I'd beg to differ though. When we get to the TCO of an NT network compared to the same network utilizing NetWare, you'll see that on the same hardware, NetWare can handle more connections, more services and better performance than NT. Don't take my opinion though, take GIGA Research's opinion (http://www.novell.com/netware5/giga_nwnt.html). Now, don't assume that Novell is just a company that produces the NetWare OS. I'd take a much closer look at it's directory offering, NDS. That is the future and it can run on NetWare, NT, Solaris, Linux, AIX, etc...... Right now, NT 2000 looks like a fading star rather than the "Second coming" if you get my drift :) And with more internal struggles, a few more delays and the truth coming out of Redmond (NT won't be as advertised but rather striped down), NetWare will gain more marketshare (as it is now) and continue to do so. But it's more than that...it's more than NetWare vs Linux/NT. It has to do with Internet Wave 2. It had to do with open internet-based standards. Any company that bets the farm on a proprietary standard or base (such as Win32) will not survive Internet 2. As the year progresses and we see Novell release products that can run on other platforms (following the NDS success), you will see revenues grow much beyond the pace at which they are now. Peter Strifas