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

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To: Frederick Smart who wrote (28091)9/14/1999 1:10:00 PM
From: Scott C. Lemon  Read Replies (1) of 42771
 
Hello Frederick,

> I really think infomediaries will be the keys to our Digital
> Future. I think a public version of DigitalMe CAN scale up to the
> required level if Novell comes out with the right approach.

I agree completely ... andthe most difficult thing many people can't recognize is that "infomediaries" does not necessarily mean "big corporations" or "the companies we look to today."

Instead, it is the realization that *anyone* can be come an infomediary, and that people who are not even on the map today will be the powerful new-comers to this market.

> For in this next wave we will see more and more information and
> data being unlocked from the command & control power structures
> that defined successful Old Business models. And DigitalMe could be
> a key technology catalyst. But the target has to be US - consumers
> - not THEM - traditional companies.

Exactly!

IMHO, it is the software company that creates products which allow *anyone* to become a trusted intermediary that will succeed. It is when this capability becomes a commodity that the real growth will begin, and the new entities will evolve ...

Scott C. Lemon
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