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

To: Phil Jacobson who wrote (25694)	2/27/1999 5:14:00 PM
From: PJ Strifas	Respond to of 42771

Hello!~ From my prespective it's more a reality dawning on many companies who have made thier bed with MSFT but that too comes from a past where one company gave you the only solution (IBM). Many people buy into the FUD and then wait for a promised product only to be either disappointed by it's functionality or performance in a respective function. MSFT has always wanted to be the end all for the NOS market with all the services built into NT. Is that good? Let's take a look . . . What the telecom market has seen is companies focusing on one vendor for interoperatability. They want to be able to manage their network with one tool and they want the different devices to co-exist peacefully on their network. Thus having all your eggs from one chicken was the only way to make this possible. When you look at the Telecom component market, playes like Lucent, Cisco, Nortel et al are moving to make their products behave nicely with more management tools. Thus you could develop your network to have the best product from any vendor for a certain job and still get the management capabilities you need from whatever platform you chose. NOVL is moving to a network where you can install any database, any webserver, any desktop, any router/switch/edge device and manage it via NDS. Somehow I find this solution to be forward thinking as opposed to what we currently have now. The future isn't about one vendor having it all (as in the past) but rather specific vendors who build devices (or software) with specific job (and multi-)functions in mind. What made this improbable was the unifying "directory" or glue to keep it all together. NDS solves that problem today and will continue to do so in the future. Peter Strifas