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

To: Greg Jung who wrote (25829)	3/6/1999 2:37:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Greg, your logic on this topic is too simplistic. There will not be just one winner in the Internet space, just like there currently is not one Internet stock that is winning on Wall street. IBM will be a major leader in the E-Commerce technology Solutions, MSFT will win the minds of those that have been brainwashed a year+ ago that they will eventually provide a solution for these poor souls. NOVL will be a winner in providing the industry leading Keystone DS for the Internet. I can tell you that several areas of IBM are looking very seriously at NOVL's NDS and IBM's customers are coming out of the woodwork and asking for NDS enabled solutions. IBM has recently made public announcements to use NDS for Tivoli, OS/390, and AIX. IBM also likes that NOVL sees the same standards direction that IBM sees (JAVA, CORBA, LDAP, etc.). Finally, NOVL's President&CEO, VP of Corporate Marketing, and even BOD are Internet believers and related technology founders from SUNW. They all have a complete commitment to the Internet and Open Standards. This is 10 fold more commitment than MSFT has. MSFT is extremely nervous of commiting to these open standards because their prevous success is completely based on the fact that they could control and monopolize their own proprietary standards. If anyone swayed from these standards, they risked having a failed IT strategy. With the open standards that MSFT is now forced to adhear to, the customer is not blackmailed into only implementing MSFT solutions. So, I have to disagree with you on many of your points. I do agree that IBM and a couple others will float to the top as Internet leaders, I think NOVL will be one of them, as will Oracle, SUNW, MCI, and a few others. MSFT will be a player too, but they have a TON of Internet cleanup work to do on their products which will take time and time is not a component that can afford to waste much longer. Toy

To: Greg Jung who wrote (25829)	3/6/1999 5:27:00 PM
From: PJ Strifas	Read Replies (2) \| Respond to of 42771

Your post clearly shows that you are reading the future from past tea leaves. You clearly can't assume that for one moment that client/server based networking works best in a seperated "domain" structure that lends itself to more administrative overhead? You can distrubute all the clans you want and create "mini-admins" for these LAN clans too. That's what a NT only network NEEDS. That's why MSFT has the muscle to do that. It's the only thing it can do! If you think that in 10 years computing will be as it is today, then where did we leave innovation? (in the hands of MSFT?) The LAN is the past. The next wave of networking will be cross-platform, object-orientated, centrally managed WANs. By that I mean LANs will have to be inter-connected (VPNs, extranets, etc). And to do that, you will need a directory. Are you starting to see where this is going? LANs are closed off "communities" with limited resources and limited scope. You would have to replicate every database, every datastore, every email system just so that people in each LAN could have access to INFORMATION. That is what its all about no? Access? Information? Why go through that expense and headache when you could just create one inter-connected WAN whereby access to network services, data, resources etc is managed by a directory? I could write a book on this topic but I have limited space here so I won't but to give you some food for thought... Why not have a corporate network (a WAN) managed by NDS whereby all your databases were managed by DB admins in say Dallas but the data was available to each branch office. Then the email system could be based in Tampa and managed via the WAN by admins there. NYC could have corporate document management systems which would make information available to all branch offices and Los Angeles would handle Help Desk and Desktop management chores so on and so on. So while you are partly right with LANs you fail to realize the true nature of the beast. You need to have some glue to hold them together. Don't kid yourself for one moment into thinking that NDS is not the answer because it is. Until you have experienced it, you just have no idea of it's power. Peter Strifas