Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Novadigm - Opinions and Knowledge Welcome... -- Ignore unavailable to you. Want to Upgrade?

To: Nirmal who wrote (114)	5/5/1999 8:48:00 PM
From: Martin	Read Replies (1) \| Respond to of 135

Excellent analysis. Just a couple of points. IBM has been attempting to crush Novadigm over the past couple of years (almost succeeded initially), by telling clients that if they just wait a bit longer IBM would match Novadigm's technology etc....well finally the reality has hit that IBM can't compete technically so that is why Novadigm has turned around nicely. Some of their clients had tried the IBM technology and then switched to Novadigm. As far as I can gather they are the only one's capable of handling huge numbers of desktops simultaneously and have proven this point again and again. As far as Marimba goes I believe that Novadigm's patent will prove to be a difficult nut for Marimba to crack. And considering that this is all Marimba has technically, I look forward to the court case in September. It may well be that Marimba looks for a settlement with Novadigm prior to the court case in the fall. If this happens then Novadigm's stock should rise rather quickly I would think.

To: Nirmal who wrote (114)	7/3/1999 12:45:00 AM
From: P314159d	Read Replies (1) \| Respond to of 135

New to this puppy and like your analysis, I back-doored my entry from a PR with BMC. I saw them, did my usual review of the price chart, current tech indicators and concluded I should buy ASAP! That was 2 days ago around $8 1/2. The my alter ego tells me how wrong I am for chasing a stock I know nothing about other than these great relationships that they have with some major quality SW players with the kit they have. Alter ego lost, buy NVDM for a move to retest latest highs at 12 and probable breakout in a qtr or so. I would not be surprised to see 16 this summer however.