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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Scott C. Lemon who wrote (29266)12/9/1999 1:34:00 PM
From: EPS  Read Replies (2) of 42771
 
Great Post Scott, many thanks!

Let me continue to pick on your brain and technical expertise in order to get some real understanding of the viability behind all these announcements that we post here..

Let me concentrate on ICS now:

what are the business prospects of selling INTEL caching systems when the backbone of the Internet is heavily populated with SUN or more generally UNIX servers?

I understand that it takes money and time to port the thing: but if caching is expected to be such a big business and NOVLs code has some advantage- from what I know solid advantage- wouldn;t it be wise to put a lot of resources in order to make this thing better and compatible with the servers used by the major Internet players?

and if money and time are an issue, and if the market conditions are so favorable, why is it that NOVL does not launch a tracking stock around these technologies...(and let young hungry managers aggressively promote them and sell them..?)

I have not seen any discussion on this thread around this subject..What is the strategy for the OEMs: who are they trying to sell these appliances to? I was really surprised by the low amount of revenue generated by ICS last quarter.. I noted with envy the amount of moneys collected by INKT yesterday..Now things are becoming clearer..

Which brings me to AKAMAI..what is AKAMAI going to do with ICS if NOVLs technology only works with INTEL machines. Who else are they going to partner with?

Thanks!

Regards

Victor

PS It is a well established pattern for a great number of insiders including the *marketing* guys to sell all their options at the time they exercise. They don't hold this thing for one minute!! They sell at 12, they sell @ 16, 25 whatever..they go immediately to cash..In the YAHOO insider information I noted that SLitz has more shares than Nelson (zero holdings as you noted). Interesting! But the selling is consistent and persistent by nearly all of them except Eric Schmidt (why do you think those guys would be selling so much if they believe that prospects are so good for NOVL as we seem to believe in this thread? are the good prospects of the company and the prospects of these insiders on separate tracks????)
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