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 : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Jim Koch who wrote (5134)	5/6/1999 12:28:00 AM
From: Nirmal	Respond to of 8218

An analysis of Novadigm - The competitor to IBM in software distribution..... Please check out an unbiased analysis at Message 9340159 and give me your comments (I want facts, no hypes). In addition to above, couple of points.... I think Marimba is not a threat to Novadigm stock....The entrance of Marimba into this market can be used by "novadigm marketing dept" to prove that the market is expanding and has lot of growth - hence attracting the attention of big players like Marimba !! This could be a pitch for analysts/investors. I beleive that the market for "software distribution/maintanence" is expanding at a rate where all the players in it can make money - there is a huge need for these type of products and Novadigm has an big customer base. Novadigm makes its products to work on multiple platforms - Sun, HP, IBM and Windows-NT workstations, whereas IBM would focus only on their workstations. This would be a big selling point, just like how Netscape used this strategy to grow big in "cross-platform" products. Novadigm is certainly not the wall street darling and this makes a big difference for short term players. But, it is a clear bargain which will be discovered soon, when u look at the 1.25 Billion market cap of Marimba which is focusing on the same market :-)