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

To: Paul Fiondella who wrote (26009)	3/11/1999 10:32:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 42771

As discussed last year on this thread and reinforced by the recent Barron's article, the new NT means money for both MSFT and NOVL " Distracted by this grudge match, Novell by 1995 had fallen behind in its core networking business and almost missed the Internet revolution. Then came Bill Gates' deadly counter-offensive: Microsoft launched its Windows NT operating system, which allowed users to make computers work together in networks. NT had a devastating effect on Novell, whose share of the market for network operating systems fell to 27% from over 50%. Microsoft's share, meanwhile, jumped from 2% to 36%. ... All this has provided Microsoft's competitors with a (pardon the pun) window of opportunity. In perhaps his most clever move so far, Schmidt unbundled from Netware 5.0 a key software element known as the Novell Directory Service. "