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

To: David O'Berry who wrote (25705)	3/1/1999 10:20:00 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

David, I agree with you here. I think that MSFT needs to find anyone with a leg up to help them catch up in the directory space. StreetTalk has some development momentum which can be a boost to them in that respect. But if they replace Active Domains (oops, Directory) with Banyan, they do admit defeat. That alone should have companies move to NOVL's NDS and Netscape's Directory Server. Both these products are more mature and scalable than Banyan's offering. What Banyan gives them is a product that has some history, an installed base and developers already working with Banyan's product. Moving these factors into MSFT's NT project will help them jumpstart their directory offering much further than Active Domains. My view is this, MSFT has spent the last 2 years (or so) developing AD with Cisco. Makes you wonder if they did that just to keep Cisco from developing their own product or from jumping onto the NDS bandwagon too soon. It's amazing how just after Cisco bent to the pressure from it's clients to embrace NDS, MSFT found Banyan.... Does anyone else see Active Domains(directory) as a huge FUD mission? It sure had Cisco going the "wrong" way for some time. Any comments on that thought? Peter Strifas