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: EPS who wrote (27906)	8/27/1999 12:31:00 PM
From: ToySoldier	Read Replies (1) of 42771

Victor, Its not clear in the article what the agreement between Sandpipier and Inktomi are, but it appears SandPiper is simply implementing Inktomi's Traffic Server (NOVL's ICS competition). Based on the article, these Internet Content Load Distribution vendors are using either ICP or a proprietary version of ICP to efficiently distribute content data to its strategically placed Caches throughout the Internet. The added feature to their service is that they perform Traffic Analysis on the Internet and respond to any degrades. They might even have non-Internet links between their various servers to ensure high bandwidth between their web of Caching servers. The ICP is the open standard for inter-Caching Server data flow. NOVL's caching servers have it as do the others. The choice of product that SandPiper or their competitors use is their choice. It appears that Sandpiper has selected Inktomi. The NDS play in this situation does not immediately stand out and a obvious opportunity to combat the SandPiper/Inkomi agreement, but with imagination and creativity one could find ways that a directory could get involved. For example, if Akamai implemented NDS with say Lucent Cajan swithes, they could potentially provide a value-add Quality-of-Service level of bandwidth via policy control from NDS to the Cajun switches throughout Akamai's web of caching engines. The policies would be centrally controlled via NDS. Akamai could provide stratified pricing solutions based on their customer's bandwidth needs or budget constraints. Right now the bigger limitation to NDS's proliferation in the industry is not the NDS technology itself - its the lack of understanding of the capabilities of NDS and the lack of imagination on how NDS can be used to create new opportunities, reduce costs, reduce risks, and ultimately positively effect an organization's bottom-line profits! PS - where the H?LL did these new Internet Caching companies come up with such stupid names - Inktomi?? Akamai?? Did they pick letters from a Scrabble Bag and were told to make a company name from their selection? I would love to play scrabble with them since I sure ended up on the losing side of their letter selections! hehehe Toy

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