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: Joe Antol who wrote (3953)	9/29/1996 1:09:00 PM
From: E_K_S	of 42771

An Update on two of our Novell equity investments: GWRX and INTS Novell's equity investment - 623K shares or about 5.45% of company. May 1 1996 5:30 pm Geoworks (GWRX) Presentation from the Hambrecht & Quist Technology Conference, recorded 4/29 San Francisco (30 min) (Note: You will need Real Audio to listen to link) av.djin.com Highlights: Specialized Operating Systems - Two defined markets 1) Device Market and 2) Smart Phone Market (ie.connectivity to Internet utilizing the cellular digital phone network). Corporate Network intigration with the Novell corporate LANs. Novell's equity investment - 300K shares or about 1.5% of company. Mar 27 1996 2:45 pm Integrated Systems (INTS) (Note stock has split so they may own 600K shares but the percent of company ownership remain the same.) Exclusive interview with CEO David St. Charles. Santa Clara, CA (14 min)(Note: You will need Real Audio to listen to link) av.djin.com Highlights: "embedded Internet" including remote monitoring (ie. office equipment, utility meeters) alliance with UB Networks. ===================================================================== If the NEST technology isn't the solution for integrated utility meeter reading, they also have a relationship/partner with INTS and their "embedded Internet" technology. Perhaps the two technologies can be eaisily integrated together? Folks this is the Future for remote 'smart' monitoring systems and Novell is currently all over it. Let's not loose our technology lead and continue our R&D and partnerships. Keep your eye's open to the new term "Embedded Internet" and perhaps "Embedded Intranet". This technology is going to explode in the future as many new applications are currently under development. Think of it as smart intelligent boxes at the end of a network. Possible future applications include, smart utility meeters, smart cable/modem set-top boxes, smart vending appliances, enviromental and security 'event' control systems, smart city irrigation systems, even automatic traffic stop light controls etc.). EKS

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