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

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To: PJ Strifas who wrote (26618)4/13/1999 9:55:00 AM
From: PJ Strifas   of 42771
 
Here's a small news clip regarding Novell and CPQ - seems that caching may be just the tip of the iceberg for this alliance. I can see a few more "appliances" in the works such as VPN, webservers, printer servers, email servers, firewalls..... I could go on and on.

This could have a very positive impact on the perception that Novell really does help the internet grow and run faster. Once directories really start to become more mainstream with serious consumer applications, Wall Street will zero-in on Novell and the stock price will climb.

Peter J Strifas

____________Compaq Targets The Appliance Market____________
Compaq plans to plunge headlong into the appliance market and sell stripped-down hardware and software bundles dedicated to particular applications. The company recently announced that it would sell Web caching appliances in conjunction with Novell but plans to go much further than that.

Compaq is developing a file-serving appliance that will compete against a similar box available now from Network Appliance and Dell Computer, and many more appliances are in the pipeline. "We're going to do this for a range of applications," says John Young, Compaq's director of appliance and communication servers. "Appliances can offer
performance gains and simplified management over general servers."

He said Compaq is going further than Dell by building a framework for dedicated application appliances using its InsightManager tool set, which would offer better integration and management capabilities between different boxes. The first appliances under development are for Web caching and file serving. But also "under investigation" are
dedicated devices for security, database, telecom, Internet serving, and mail and messaging.
-- James Governor, InformationWeek UK
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