Novell (NOVL) dirt cheap, good buy? Message Board

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

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To: Paul Fiondella who wrote (24732)	12/20/1998 1:57:00 PM
From: Frederick Smart	of 42771

>>Novell has to have an internet strategy. The internet is a consumer as well as business market. Read my post from that point of view and you'll understand it.>> ""...an internet strategy." Hmmmmmm.... Paul, Novell's internet strategy is squarely positioned to let end users within the enterprise more directly take ownership over their security, administration and applications, both remotely and while onsite. For some reason you are forever mesmerized by Microsoft's take-no-prisoners, control everything, blow everyone else away business model. Novell has been reflecting the pure internet model for some time now: open up help others to open up provide security, administration, an app development platform and ongoing support for new server-centric app developments that feed off the demands for high bandwidth. You are expecting this next holy grail killer app when the killer app is bandwidth. Duh??? Bandwidth is KING. The growth and development of bandwidth will make the PC obsolete. It's not the internet, stupid. It's the bandwidth. Why did Bill buy into Quest recently? Because he sees the writing on the wall. Get the bandwidth guns to support Windows - a Train Wreck the world is still hesitant to discover and really expose. Quest could put a schroud over this wreck in return for bandwidth resource agreements back to Bill. Paul, you've been fighting Novell all the way. Do you still think they are running with blinders on? I see a completely new company with a huge groundshifting opportunity for it to benifit from: the shift from PCs to bandwidth resources. The demands on networks will never be greater going forward. NT missed the boat. Explosive end user demand for bandwidth is why I think Novell will thrive. Individuals will go to enterprise servers for the day to day application needs - further development of Java's local file and print capabilities will see to this. That's all for now. Nothing personal Paul. Your views are appreciated - for better or worse.

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