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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Spartex who wrote (30845)4/2/2000 4:48:00 PM
From: Scott C. Lemon   of 42771
 
Hello Quad-K,

Some other answers ...

> Who's going to make these hardware boxes?

It appears that almost every hardware vendor has signed up as an ICS OEM ... and these services are just other services that these OEMs can offer ... this is a *huge* area and could be a very positive revenue source for Novell ...

> Are you saying that Novell will provide the scalable
> networking software (directory, caching, I-Chain) to run
> on these boxes, and manage HUGE eCommerce activities?

I would suggest that instead, Novell could deliver appliances which provide a wide range of directory-managed services ...

> Any word on digitalme and Citigroup testing?

I never heard the name mentioned once! No Citigroup anywhere that I could see ...

> Any word on Cisco endorsement of Novell's directory to
> integrate with UNIX for their routers?

I didn't hear any Cisco announcement ... and from the press releases of Cisco, it appears that they are starting to see the forest for the trees ... ;-)

Scott C. Lemon
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