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 (30080)	1/28/2000 10:37:00 AM
From: Scott C. Lemon	Read Replies (2) of 42771

Hello PJ, A couple of notes ... > I think AT&T could be interested in using eDirectory to manage it's > telco services. I've always held out that a telco would make the > best suitor for Novell. Novell and AT&T partnered for years (or attempted to) in the area of NDS and private network services. It is my understanding that within the last year AT&T made the decision not to go with NDS ... they are going to get rid of it. I'd love to hear from a Novell employee or contact (public or private) that would confirm/deny/correct this ... From what I understand, even with the work that they did (and demonstrated) with NDS v8, AT&T made decisions otherwise. I'd love to be wrong on this one ... but it's what I've heard. (Stewart ... what happened?) As for caching ... > It's also VERY interesting to note that Novell is mentioned in the > same line as Inktomi and InfoLibria (caching and content > companies). I don't think this is very surprising at all ... I am still convinced that Novell has a very strong offering in the proxy caching space. Anyone with the technical ability to compare ... specifically cost/performance comparisons ... will see that Novell has really capitalized on it's strengths with the ICS/BorderManager products. What I like to see is that the quotes from Eric are starting to move in this direction. He seems to be moving away from the straight directory stuff (which will become a major commodity) and talking about directory-enabled applications, directory-enabled management, and even talking about being Cisco-like ... this is much more on target. We are getting closer to witnessing the "object routing" world come of age ... and Novell could be a major player in this space ... Scott C. Lemon

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