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

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To: fb who wrote (9120)3/10/1997 6:48:00 PM
From: Joe Antol   of 42771
 
fb. OK, it works now. By Wcom, I assume you mean Worldcom communications?

This article is about ISP's (Internet Service Providers) like whomever you are paying for your Inet access. For me, it's an outfit called,
Monmouth Internet. I was with Digex (mentioned in the article) for awhile, but dropped them (no local POP's - Points of Presence, i.e., local telephone call).

Anyway, this is a totally different business than what Novell does.
These people have servers and connections (usually T1's (very fast)) to the "cloud" (or the Internet) as you know it. They "sell" you or businesses a "place" to dial-in or hook-in (ISDN) to. Then you are on the net. Otherwise, you would have to setup your own server and pay thousands of dollars a month to do it yourself. OK? AOL and Compuserve, and Prodidgy are just "content providers" and if you belong to them, you are "passing through them" on the way to the Internet.

Novell is a "Software Company". Primarily a Network Operating System
(NOS) company. Plus all the other stuff you see it's trying to do.
It's place in the world is primarily the corporate enterprise, where companies use it's NOS to run and manage their LANS (Local Area Networks).

There's more, but in answer to your question, they are two totally different entities. They don't "fit" for any good business reason.

Hope that's what you were looking for fb.

Regards,

Joe...
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