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

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To: Paul Fiondella who wrote (19084)12/13/1997 12:16:00 PM
From: E_K_S  Read Replies (2) of 42771
 
Hi Paul - Good Overview...What was your impression from the show regarding (1) e-commerce applications and solutions and (2) e-commerce for the enterprise; a. business-to-business and b. smart "agents"?

Are we there yet with "real" solutions or might it be another year? Do you think JAVA will be the platform/software of choice based on price/performance, upgrade path, and security?

Finally, was it clear to you at the show that Novell and Oracle were strong industry partners (ie. joint product promotions) or must we wait to see more 'joint' marketing campaigns from these two companies?

EKS

1) Here are some industry opinions:

Internet World - Java Programmers Now Abundant
newsbytes.com
NEW YORK, NEW YORK, U.S.A., 1997 DEC 12 (NB) -- By Jacqueline Emigh,
Newsbytes. Contrary to what many people might think, Java developers are in abundant supply, a panel of users contended, during a Sun Microsystems [NYSE:SUNW]-sponsored press event in New York City.

2) Business-to-Business E-commerce will be a huge growth area (IMO) but general e-commerce solutions (business-to-end user) will be strong too.
Almost Ten Million People Made Internet Purchases - Study NEW YORK, NEW YORK, U.S.A., 1997 DEC 12 (NB) -- By Patrick McKenna:
newsbytes.com
Newsbytes. CommerceNet and Nielsen Media Research issued
preliminary indications of their Fall 1997 CommerceNet/Nielsen Media
Research Internet Demographics which found almost ten million people have made some kind of purchase on the Internet. The study also concluded the Internet is accessed by 58 million adults from North America.

3) I Believe BP mentioned that Intel and Novell were working together on some Java systems.....INTEL is also developing JAVA things on their own:

Intel Invests In SilverStream For Java On NT
newsbytes.com
NEW YORK, NEW YORK, U.S.A., 1997 DEC 12 (NB) -- By Jacqueline Emigh,
Newsbytes. In a press and customer event last night entitled "The Alien Lounge," Intel [NASDAQ:INTC] announced an equity investment in SilverStream Software, for furthering the evolution of a Java development environment for building "mission-critical" database applications running on Microsoft NT servers.
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