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- From: tim@ssd.intel.com (Tim Gates)
- Subject: Re: Thinking of investing in Novel
- Message-ID: <BxxDr0.Gw@SSD.intel.com>
- Sender: tim@ssd.intel.com
- Nntp-Posting-Host: rainier
- Organization: Supercomputer Systems Division (SSD), Intel
- References: <1992Nov18.145326.18762@msuinfo.cl.msu.edu> <MERRITT.92Nov18120021@macro.bu.edu>
- Distribution: usa
- Date: Wed, 18 Nov 1992 18:52:11 GMT
- Expires: Tue, 1 Dec 1992 08:00:00 GMT
- Lines: 15
-
- In article <MERRITT.92Nov18120021@macro.bu.edu> merritt@macro.bu.edu (Sean Merritt) writes:
- >
- >If you are considering Novell you may want to also buy into
- >Banyan Sys. it's done very well for an IPO. Vines(tm), I'm
- >told is a superior product fro N > 400 nodes. The fundementals
- >look good too.
- >
- I'm curious to see how well Novel holds on to thier 60% market share when
- Microsoft unleashes NT. From what I understand about NT, it has the
- networking software builtin (for the single user setup anyway, don't know
- about the server side), which would make Novel's software unnecessary.
-
- Any thoughts from about this from an investment approach?
-
- tim@ssd.intel.com
-