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

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To: Scott C. Lemon who wrote (30340)2/15/2000 3:08:00 PM
From: Scott C. Lemon  Read Replies (1) of 42771
 
Hello All,

Some *very* good reading in the latest edition of ASAP on-line ...

forbes.com

I'd recommend the reading to anyone ...

From this article: forbes.com

> ESTHER DYSON hosts the Highly regarded PC Forum and High Tech Forum
> conferences.
>
> "Right now, millions of individuals are using the Net to get what
> they want, to express themselves, to communicate with one another
> without a central intermediary. But because this power goes to
> millions of people individually--and is over their own lives
> and not over others' lives--each instance doesn't seem dramatic. It
> just seems like lots of anecdotes...but they add up to a
> significant shift in power."

Most of the brilliant minds in the research sectors fully understand the strategic value of "decentralized control" and how it is going to dominate the Internet ... it's what the Internet was designed for. Individuals with control over their own actions and identities without forced requirements of centralized control and accounting. What is key is removing the "requirement" for centralized intermediaries, and making it an option ... that can be offered or enforced if so desired, but not required.

I'm digging for more information on the "Personal NDS" beta ... I'm hoping that the press gets to review this soon so that we can see if NOVL is on the right track ... this will be a huge value if Novell gets on it quickly with the right architecture ...

This also relates to the article the other day about Instant Messaging ... I believe that individuals and corporations will realized that decentralized solutions will provide them *much* more value than giving away their intellectual property for free to centralized solutions like AIM and ICQ ...

People *will* learn that these intermediaries are *not* a requirement ... it's funny how humans can learn these things ... and the company that plans for this inevitable event will have the solution that the people want! ;-)

Scott C. Lemon
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