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: Don Hurst who wrote (29239)	12/7/1999 6:45:00 AM
From: EPS	of 42771

Don, In defense of DM: The possibility of having continuous web tone: pick up your appliance and the net knows who you are, where you are, and what you are trying to do, with all its far reaching implications is within reach..and maybe NOVLs DM technology could be part of the solution..in particular to give control to the user on who knows what and when and to establish policy procedures to manage the information ..just like we can do now with our phones.. This seems to be part of Eric's vision..and I am interested in it not only because I am a suffering NOVL shareholder <ggg> but simply as a web citizen.. Even if DM is only used as a tool for e- (business to business) it instantly offers a method to leverage NOVLs more than 80 mill (times 2) corporate eye balls..NOVL could control in one strike more eye balls than the famed portals of the web. I've said all this before many times.. Also I agree totally: ICS is wonderful. A more tangible opportunity now. Ergo: Why is it that they are not all over place pushing this thing and having a separate tracking stock to create value and produce funds for further development and acquisitions to make them a stronger player in this space..? An independently run Internet company seems a natural fit for NOVLs mixed environment... This has been suggested here many many times ...Why they don;t pursue this possibility beats me: I hope that they have better plans to leverage the legacy applications..(but as the poet Roger Mariner said..:they are what they are..) Even my venerable AT&T is far more aggressive than NOVL.... Regards Victor If it is not clear let me say it again: the answer to the question how to make money out of DM?: "It;s the eye balls stupid"

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