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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Scott C. Lemon who wrote (29261)12/9/1999 7:57:00 AM
From: EPS  Read Replies (1) of 42771
 
Hi Scott,

With apparently nothing urgent to discuss here...<ggg> I think it would be interesting to have your perspective on why CSCO is not endorsing NDS.

I know the political stuff and the contracts and yada yada and the issue has been discussed before over and over.. and ..but CSCO is competing with companies like Lucent and Nortel that are already deploying their stuff NDS ready or even bundled..if MAD is so bad wouldn't CSCO be hurt tremendously? On the other hand we know the folks at CSCO are smarter than this and they are dominant in their space..

Maybe you could help me understand what is going on here..

On caching I was disappointed to see that SUN decided to go with INKT although this is not an exclusive arrangement. Why isn't SUN licensing this thing?? What is the strategy here to have ICS only on NT servers?

Oh well..

Regards

Victor

PS the managers here seem to want to have it both ways: one the one hand they *complain* about the high valuations of tech companies and why "slow and steady" is better..on the other hand they are very happy to cash the absurd option benefits that can only be possible because of the incredible valuations...of other companies..Maybe I have to conclude that they believe that NOVL is also overvalued here? I know the MSFT folks (valued at last count at how many bills 200--300--400--500...??) think that way..but NOVL oscillating between 3-->6 bill??
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