The Register: Confident Novell struts in DENIMMar 29, 2000, 15:59 (0 Talkback[s])
(Other stories by Graham Lea)
"Novell, known for its nifty widgets and poor marketing, may just have a shot at turning itself around with its new corporate marketing plan called oneNet, which was unveiled at Brainshare in Salt Lake City this week. Behind the scenes there has been a major reorganisation and at least a partial resolution of the two-valley cultural divide between Silicon Valley and Happy Valley in Utah."
"Phase one of Schmidt's turnaround was the launch of NetWare 5 last September, while phase two was growth based on Novell's traditional business model. Phase three is now in progress, and includes the exploitation of intranet services, NDS growth, and eDirectory for NetWare, Solaris and Windows, and soon for Linux and Tru64. Compaq CEO Michael Capellas was on hand to give a Compaq pitch and confirm that Compaq would indeed port NDS to Tru64 for Alpha processors. Compaq already licences Novell's Internet caching system."
"The company hasn't just turned itself around: it seems to have become taller, with its share price zooming up since December, settling around the $30 mark after having touched $40. There's no sign of Windows 2000 having hurt Novell's share price yet, despite Microsoft's long-term antagonism. Although Sun and Oracle still figure high on Microsoft's hit list, Novell is back up there again, as it was in 1991 when Jim Allchin emailed Bill Gates: "We must slow down Novell... We need to slaughter Novell before they get stronger". Again, Allchin wrote in 1993: "These guys are really good; they have an installed base; they have a channel; they have marketing power; they have good products. and they want our position. They want to control the APIs, middleware, and as many desktops as they can in addition to the server market they already own. We need to start thinking about Novell as the competitor to fight against... this is war-nothing less... they will eventually find a way to hurt us badly.""