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

To: Frederick Smart who wrote (25703)	2/27/1999 9:06:00 PM
From: George Papadopoulos	Read Replies (1) \| Respond to of 42771

>I'm betting the entire company is in a state of complete dissaray and >on a path towards dissolution or breakup. If this is true and Novell somehow gets the marketing "problem" corrected and expands NDS much further everywhere....will Microsoft EVER license NDS and give up its AD? I know this is coming from left field but I just want to hear some comments from the gurus here... I am thinking along the lines of Win2000 disastrous and extremely late version 1.0, antitrust trial results (possibly downsizing/breaking up Microsoft and possibly abandoning the enterprise market), the inherent faults of domains, well you get the idea.... Is this a fantasy? George

To: Frederick Smart who wrote (25703)	2/27/1999 9:48:00 PM
From: David O'Berry	Read Replies (1) \| Respond to of 42771

If MSFT does not suck it up and license NDS they have lost their collective borg mind. If they apply the Streetalk bandaid, I mentioned this a month or so ago, then they will have admitted defeat. With that defeat in plain view, why go after an implementation which is lite on the engineer expertise. Streetalk is a good directory, and if it was 2 years ago I would say maybe it made sense for MSFT to bet on Streetalk. The point is that it is now and MSFT would not be able to draw on the well of engineer expertise that NDS provides. How many certified Streetalk engineers exist? Does anyone know? LDAP is LDAP but these directories go way beyond those specs and both have their idiosyncracies. Does anyone else see what I am talking about on this topic? Maybe I am the one losing it, David O'Berry doberry@mindspring.com

To: Frederick Smart who wrote (25703)	3/1/1999 10:13:00 AM
From: PJ Strifas	Respond to of 42771

You know I've thought the same way but these last few weeks, reading all the articles on how badly they mishandled the DOJ case, the delay in NT 2000 etc has me wondering... Can they really be lulling everyone into a false sense of security? Every time I read something about how MSFT has tripped up or mishandled something I keep hearing Sun Tsu in my head: When strong, faint weakness. Could they have something up their sleeve? :) Maybe NT 2000 really will be the end-all to networks....ok, maybe I'm just being paranoid. Perhaps MSFT has finally played themselves into a corner. Let's face it, it's much easier getting to the top of the mountain than it is to stay there. Especially when your trail is littered with so many "victims". Peter