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: ToySoldier who wrote (25225)	1/29/1999 1:15:00 PM
From: Paul Fiondella	Read Replies (1) of 42771

Our Board's discussion of Digital Me makes who nervous? You. "Maybe Novell Marketing did not realize how exciting a piece of technology they have under their belt." Hmmmm. Novell's classic weakness --- marketing. "They did not have a strategy of making any announcements about Digital Me until March." Gosh I'm sure Amazon and AOL and MSFT and IBM just can't wait for Novell to tell them how to technically do it! They are just sitting around on their hands warming their chairs as we speak in anticipation of Novell announcements! "So they can get opinions and impressions from the industry." Which dinosaurs are those? I think the chairman of US Steel just decided to go on internet time. (hey I remember when these guys thought a PC was a piece of furniture to decorate the office with.) ================ In case you think that the industry hasn't gotten word of ecommerce and the need for secure transactions you should read what is already being published in the financial press! There are apparently two models out there --- the vendor centric model (think Amazon, etc.) and the ISP model or community model (you log into AOL's shopping mall and you will find everything through there. The network centric model is beyond the capability of all but a handful of companies like SUNW and IBM and Novell. Digital Me fits in here squarely. And almost no one is thinking about providing the consumer with a secure digital identity that he or she controls! Certainly what is being used now is vendor centric and involves a future of lots of local NT type internet to backend database links. Lots of money wasted for vendors. But it can't scale (as you say) on the billing end of thetransactions and it will fail after it has its heyday for reasons of security, consumer confidence, and incompatible billing systems. I suppose we could get along with a bandaid for some time. (until it fails) The AOL portal community or virtual mall model is mostly a marketing concept. But it will become more attractive as internet identities get stolen and become less secure and it does centralize billing. But AOL could also use Novell's network centric model within its mall. I'd say to Novell marketing, think the ecommerce potential of the product out and work out all the permutations. Don't leave us with the impression this is news to you. I want to know what product is going to make Novell an internet leader (if not Digital Me at the center of ecommerce)? I believe that is still on the radar screen for some of us with long memories. ========================= By the way I'm used to engineering environments in which everybody tries to explore an idea thoroughly rather than just get their opinion in synch with safe and prevailing corporate groupthink. This is not a propaganda war it is a product war. Get there first --- you win. Get there later and "later for you".

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