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

To: EPS who wrote (26740)	4/23/1999 7:16:00 PM
From: Phil Jacobson	Respond to of 42771

I've run into that guy (ahhaha) several times over the last year. Good vocabulary but a complete buffoon. His posts always reflect that perfect combination of arrogance and ignorance that define a textbook case of incompetence. Phil

To: EPS who wrote (26740)	4/23/1999 7:42:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 42771

NT is growing -- but at whose expense? Conflicting market research data suggests Novell NetWare is taking a hit. Or maybe not. By Mary Jo Foley, Sm@rt Reseller April 23, 1999 1:57 PM PT Nearly every market research outfit concurs that Microsoft Corp.'s NT operating system is growing in popularity. But no two seem to be able to agree on whether competing operating systems are taking a hit as a result. Just this week, two different research firms issued seemingly conflicting findings on this very topic. Gartner Group's DataPro unit released numbers showing NT Server shipments rising, while Novell Inc. (Nasdaq:NOVL) NetWare ones are declining. But International Data Corp. this week issued a release claiming that NT, while growing substantially, is not displacing NetWare or Unix in the process. According to DataPro's figures, the number of NT Server 4.0 installations rose from 47.5 percent of PC servers in 1997 to 52.9 percent in 1998. DataPro also claims that simultaneously, the number of NetWare installations dropped from 40.6 percent in 1997 to 31.2 percent in 1998. Microsoft (Nasdaq:MSFT) cited similar figures during its Q3 earnings call this week. Company officials said NT Server has achieved a greater than 50 percent market share on new Intel-based servers. But there's more to the story IDC's preliminary market figures show solid growth for NT, in comparison with other server operating environments, as well. Between 1997 and 1998, NT grew 27 percent in terms of shipments, compared with NetWare, which grew 13 percent, the research house says. In 1998, NT comprised 35.8 percent of the total of 4.3 million server operating environments shipped, says IDC. NetWare comprised 24.2 percent of that total, IDC adds. But dollar figures and number of clients per installation data show it's not a simple case of NT goes up and every other operating system goes down. "If one just read media reports, one would feel that NT is winning and everything else is dying," says Dan Kusnetzsky, IDC director of operating environments. "But the folks who are using Unix will continue to use Unix. And those using NetWare will continue to do so." An important data point to consider, says Kusnetzsky, are dollars. In 1998, Unix comprised the lion's share of the $5 billion server operating environment market, with 57.3 percent. NT had 27.7 percent of the 1998 server OS market in dollars, while NetWare captured 12.9 percent. What's going on? What's going on here? Kusnetzsky says the reason Unix dominates in dollars is Unix systems tend to be bigger. And Unix systems tend to support between 50 to 60 clients per machine, according to IDC data, compared with NetWare's 30 to 35 clients per server and Microsoft's 24 to 25 clients per system. "In the NetWare market, we're seeing fewer shipments, but people willing to pay more because they can run more clients off a single system," explains Kusnetzsky. At the same time, NT Server is still tending to be used by customers more as a departmental infrastructure server, for things like file/print, messaging, and communications, rather than as a major enterprise server running mission-critical applications. NetWare is used in similar scenarios, IDC says. But the top four Unix uses, according to IDC's research: database platform; messaging server; host for custom commercial applications; and host for custom technical applications. "We're seeing NT come in most rapidly when people want to do something new," Kusnetzsky. In terms of legacy support, "other operating systems are still a lot more mainframe-friendly." zdnet.com

To: EPS who wrote (26740)	4/24/1999 11:31:00 AM
From: EPS	Respond to of 42771

Novell Passes ICSA Firewall Test -- Sat, 24 Apr 1999 00:30 EST Apr. 23, 1999 (InternetWeek - CMP via COMTEX) -- Novell's directory-based firewall has passed stringent testing by the International Computer Security Association. ICSA testing ensures BorderManager Firewall Service 3 users that the product can support standard IP business services while withstanding an array of attacks, according to the ICSA. Novell's firewall is available as a standalone product or as part of BorderManager Enterprise Edition 3, the company's Internet security management suite. iionline.com\114u0238.htm&ky=&ti=NOVL TI details 'Digital Thunder'; Intel targets market segments -- Intel, TI eye net processors -- Sat, 24 Apr 1999 00:13 EST Apr. 23, 1999 (Electronic Engineering Times - CMP via COMTEX) -- Hillsboro, Ore. - With the large number of network-processor startups preparing packet-parsing architectures for summer sampling, Intel Corp.'s network-products division here and Texas Instruments Inc.'s enterprise network business unit in Dallas want to be sure they have development environments in place for their own network-processor offerings. Intel last week offered hints on the functions it will seek to cover in a future generation of network processors serving aggregation-router and broadband switch markets. TI, meanwhile, disclosed partners and development tools for its "Digital Thunder" program, first announced last fall, in which packet switching is linked to the TMS320C6000 architecture to recruit DSP in packet-analysis tasks (see Nov. 2, 1998, page 1). Some partners, such as Wind River Systems Inc. and Telogy Networks Inc., were no surprise. But TI said it also plans to work with Sun Microsystems Inc. on Jini distributed-network applications and with Novell Inc. on embedded support for Novell Directory Services, used in high-level policy-management schemes. iionline.com\114u0093.htm&ky=&ti=NOVL