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

To: Bearded One who wrote (26194)	3/22/1999 1:01:00 PM
From: Rusty Johnson	Respond to of 42771

Microsoft: Don't Use NDS For NT Filed at 10:29 a.m. EST By Jeffrey SChwartz for InternetWeek, CMPnet Microsoft and Novell continued their battle last week to earn the loyalty of IT managers for their respective directory technologies. One problem is Microsoft's Active Directory, scheduled to ship with Windows 2000, is not yet available. Bullish analysts said the delay of Active Directory makes NDS a viable alternative, though few debate Active Directory will eventually play a major role. "NDS has a humongous window of opportunity Microsoft has given to them on a platter," said Larry Gauthier, a senior analyst at the Burton Group. Just a few days before the start of Novell's annual BrainShare conference in Salt Lake City this week, where the company will introduce its next-generation directory, NDS v8, Microsoft issued a bulletin advising against the use of NDS for Win NT. Specifically, Microsoft said the existing NDS for NT 2.0, an application that uses redirection technology, could compromise the security of NT by bypassing NT's Security Account Manager (SAM). "We propose a very solid approach is to synchronize between the various directories" including Active Directory and NDS, said Peter Houston, Microsoft's lead product manager. Toward that end, Microsoft last week signed deals with Entevo, Fastlane Communications, and Mission Critical Software to provide their directory management tools and migration software as an alternative to NDS for NT. Novell officials accused Microsoft of hypocrisy. "Redirection has been around for ages; Microsoft uses the same thing [for its gateways]," said Adam Smith, a Novell product manager. Last week, Microsoft also submitted the technical specs for its DirSynch directory synchronization method to the Internet Engineering Task Force in the hopes of incorporating it into the Lightweight Directory Update Protocol extension to the LDAP directory standard. LDUP, designed to support server-based directory synchronization, is a work in progress its participants -- including IBM, Netscape, and Novell -- said they hope to complete this year. Houston said Microsoft intends to support LDUP, though he would not speculate whether that support will be dropped if DirSynch is not used in the LDUP spec. "Our concern is Microsoft will deliver this DirSynch capability and say, 'That's good enough,' but we think they need to continue to be engaged in the LDUP activities," said Gauthier.

To: Bearded One who wrote (26194)	3/22/1999 1:14:00 PM
From: The_Ice_Man	Read Replies (1) \| Respond to of 42771

Bearded One, you hit it right on the head ! Small incremental increases is the best way to go - high spikes up almost always result in negative spikes down. I'm an old-fashioned investor (when it comes to this one) - EARNINGS EARNINGS & MORE EARNINGS !!!!!!!!!!! Ice

To: Bearded One who wrote (26194)	3/22/1999 2:39:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

The rush to push the stock up???? Just the opposite. The reception among those of us focusing on digitalme(tm) and the reception amongst the financial mass media (CNBC, CNN etc.) is very different. The news on the tube is the IBM/Novell deal with regard to Novell. That is considered minor news. Their main story however is PC sales uncertainties ie. Dell etc. So what you have seen today with NOVL is just the response to the deals Novell is announcing. The significance of digitalme(tm) will build from word of mouth and from reporters exposed to the product and make a splash first in the trade press. Eventually this will be the story on every PC Magazine cover. Then you will get the next boost up in the stock. THe significance of the Times article is to let the intellegensia know that something they should be aware of has happened at Novell. (Informing the elite.) ==================== Looks to me like Bordermanger is going to start producing some serious revenues!!!