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: PJ Strifas who wrote (28336)	10/2/1999 1:10:00 PM
From: Frederick Smart	Read Replies (1) of 42771

Stone's Departure.... >>Someone with the indepth knowledge Stone has decides there's a HUGE market for directory-enabled business applications should get the attention of EVERYONE. This person knows something - he would NOT leave the company if there wasn't a great personal opportunity for him. Let's face it, as an employee, even with stock options you are limited to what you can make. But as an entreprenuer of a new directory-enabled business applications company with a great relationship with the "directory services leader" you can practically own a marketspace. With the recent showings of IPOs, what would a company like this be worth in say 2-3 years? A few 100 Million? IMHO, Novell needs more people like Stone who believe and know getting out there and investing time, money and energy to get a new market segment off the ground and into the mainstream business culture.>> BINGO Peter!! The business opportunities are HUGE for anyone who focuses like a laser in this emerging new market involving directory technologies. Novell should invest more money in more of Stone-like start-ups. For that's where the future is. Novell should concentrate on supporting these new commercial NDS applications with a growing list of new application development start-up partners. So the moral of this story is that Novell's future is "out there" not back in Provo or San Jose. For when directory-based technologies really begin to dig into the fabric of the Internet, the Internet as we know it will radically change. What we see on the Internet today has NOTHING to do with what we will see in 5 years. The unbundling forces will be amazing. All energy is heading to individuals, new networks, personal portals and strategically targeted realtime transport of digital data, information - perhaps even knowledge/thought. Novell's future will be best served if more Chris Stones and Scott Lemons end up leaving Novell. For the energy and future is NOT in the enterprise. It's "out there" in the space of pure thought. Scott, where are you these days???? Peace. GO!!

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