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

To: PJ Strifas who wrote (26871)	5/10/1999 11:24:00 PM
From: Brian Malloy	Respond to of 42771

It doesn't matter if MSFT is OS centric. Companies like NOVELL embrace all software and extend it by ensuring their directory-centric products run on the MSFT OS. This is a world of co-opetition. There is enough food on the table for all to grow rich from "natures" bounty. PS. I picked up NOVELL JAN20 2001 LEAPS today. Embrace and Extend

To: PJ Strifas who wrote (26871)	5/10/1999 11:25:00 PM
From: Rusty Johnson	Respond to of 42771

"Good enough" ain't good enough on the web ... you've got it right. I doubt fifteen percent of web servers will be running NT soon. And it's hard to make money giving away browsers, Slate, Sidewalk, HotMail, Money, SQL ... a much better OS (Linux) is FREE. Very good office suites are going for $90. Hard to see where MSFT fits into the future unless they can "tax" bill paying or wireless or broadband ... Investing in other companies is their only hope. What do all of the kids and cowboys at MSFT DO all day? Have ANY of them EVER had an ORIGINAL thought? Do they tell each other how smart they are all day long? On the other hand ... if you were sharp ... would you want to debug Windows day and night? Windows NT is obsolete. Adding tail fins to it won't change the fact that it is obsolete. Apple's on a roll: wired.com Amazon will never make a dime. I use bottomdollar.com and it usually sends me to shopping.com or buy.com ... Yet a company like Novell, positioned at the bullseye of the digital dartboard, goes almost unnoticed. Go figure. Best of luck.

To: PJ Strifas who wrote (26871)	5/11/1999 12:29:00 AM
From: Frederick Smart	Respond to of 42771

BINGO PETER!! >>Also, "extend and embrace" won't work in Cyberspace because no one will allow you to take standards and co-opt them into a proprietary product(s).>> Well said. Cheers!

To: PJ Strifas who wrote (26871)	5/11/1999 12:30:00 AM
From: Frederick Smart	Respond to of 42771

BONGO PETER!! >>Another point, product delays that were once tolerated won't be in the upcoming e-commerce revolution. It can't because one quarter is too long to wait for a product when a company's e-commerce offering could mean the difference between success or failure.>> You're on a roll! High five! GO!

To: PJ Strifas who wrote (26871)	5/11/1999 12:32:00 AM
From: Frederick Smart	Respond to of 42771

NAILED IT PETER!! >>This reminds me of an old wiseman's quote - "control is the illusion we create to make sense of our world" and too many companies (empires) lose themselves to this illusion (like IBM?).>> Give this man a cigar. Someone send him a bottle of wine. Or buy him another drink. GO!!