Novell (NOVL) dirt cheap, good buy? Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Fiondella who wrote (29753)	1/4/2000 12:36:00 PM
From: Scott C. Lemon	Read Replies (1) of 42771

Hello Paul, Thanks for the great explanation ... it confirmed that I am starting to understand these options ... at least the calls! ;-) I agree that the caching business is huge ... and people are starting to understand. When companies like Akamai, SandPiper, RBN, and InterVU are building these new content distribution networks in the Internet, someone is going to have to provide the hardware/software to do the job. With the OEM deals that Novell has, they are well positioned with ICS ... Also, when you see Microsoft move into the space (their Christmas time investment in InterVU (ITVU)) then you have to realize that the recognition of the space is occurring ... I'm looking more at the caching business than NDS ... just my opinion ... Scott C. Lemon

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next