SI
SI
discoversearch

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 : Novell (NOVL) dirt cheap, good buy?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Fiondella who wrote (29100)11/24/1999 11:08:00 AM
From: Don Hurst  Read Replies (3) of 42771
 
Paul, I hope like hell that Eric is not taking any of your advise about digitalme. Why anyone would think that the consumer would buy Novl because of something as esoteric as digitalme is beyond the pale. Products like digitalme put the mkt to sleep particulary when they are free.

While I agree with some of your comments on the analysts
you say that no one can understand things like routers etc but Cisco is now has 300 Bn cap and I do not think many "consumers" understand the details of a Cisco product. Somebody seems to understand caching because Inkt, Akam and CFlo seem to get high mkt values and I don't think the typical "consumer" has a clue what caching is.
Now according to Novl it has 85% of the existing mktplace for caching and had revenues of some $37 Mn (if I recall correctly) of a mktplace forecasted to be $2 Bn by 02. Now if they just have 50% of this then it is an additional $1 Bn revenue. The mktplace and even "consumers" would undertand that. The problem I have right now is if the Novl numbers re caching are true, why do analysts downgrade Novl? I will say one thing very clearly; the analysts' are not downgrading Novl because of some lack of a digitalme marketing strategy. No one except you cares.

Eric, my message... don't stop selling Novl as an internet plumbing company!!!

Regards,

Don
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News