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

To: Loring who wrote (25902)	3/8/1999 4:05:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

As NDS becomes more successful and pervasive in more customer environments, it will potentially impact the marketshare distribution of black-box vendors like those you mentioned. My reasoning is that if a CISCO continues to to its strong stance to only natively promote and commit to MSFT's AD and AD does not penetrate the industry to the extent that NDS does, then CISCO should notice some marketshare loss to its competitors like Lucent, Nortel and those that make strong commitments to native NDS integration. As the DS message becomes much more stronger in the industry and Analyst guidelines begin to openly promote the adhearance to Directory-enabled solutions for customer environments, the marketshare of those ISV/OEMs that wish to ignore the DS integration will be affected. A perfect example of the industry pressure that will force these ISV/OEMs to comply is late last year when CISCO had to respond to the media/customer criticism to adopt some level of integration with NOVL. CISCO really did not want to make any open commitments to Novell or NDS, but even an industry giant like CISCO had to bow to this pressure. That is just my humble opinion. Toy

To: Loring who wrote (25902)	3/8/1999 4:21:00 PM
From: PJ Strifas	Read Replies (2) \| Respond to of 42771

Good question... the answer (IMHO) is a resounding YES! The Directory will have a large impact on anything networked. It will change the way networks interact with devices, end-users and software. I know that's a broad statement but I can't even stop imagining ways to leverage a directory in terms of what my responsibilities are at work. We can point to many current products used today and ask, "How can this be improved via the directory?" We can also look at things tried in the past that did not work and as the same question (such as privacy issues). I don't even know enough to guess at things in the future but suffice it to say there is no limit on our imagination so... If NOVL can position NDS as the industry standard or in the least, the standard could be derived from NDS's , then NOVL will be in a rather good position. But getting back to your question, I think these companies have already seen what NDS can do for their products and the success of NDS will bolster their product's success and vice versa. These companies can hurdle the obstacle of getting their devices to work harmoniously with other devices from different vendors on the same network. That will go a LONG way in some companies buying decisions. Let's face it, some companies have already made a large investment in their network hardware. If they can add a specialized device for a specific need without throwing the baby out with the bath water, they will buy that product much more easily than in the past. In that sense, NDS makes life easier for companies like Cisco, Lucent, Nortel, Ascend, etc.... Peter Strifas