George Gilder - Forbes ASAP Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : George Gilder - Forbes ASAP

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rich1 who wrote (5282)	11/13/2000 3:16:13 PM
From: Paul Fiondella	of 5853

Novell's Volera spinoff If it happens it should happen imminently. this would create a focused internet infrastructure company with a series of pipe products like a reverse proxy cache low cost appliance that has the potential to sit in front of every web server, as well as content filtering, redirection, encryption, and file management software. Volera already has a number of contracts with Global Center, Exodus, Mirror Image, and Akamai. It also has the best brains of Novell in the form of Drew Major. It lacks a seasoned CEO from the telecosm but with outside investors owning as much as 20%, it's unlikely to be "held back" any longer by the legacy nature of Novell's business. I see NOVL as a very interesting play and Volera as a potential M&A candidate. Lots of great technology in Volera plus 25% growth Q to Q and enough cash for at least a years operation. Deals with all the major data center players. This could make NOVL fly.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next