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: Paul Fiondella who wrote (30490)	2/24/2000 4:19:00 PM
From: PJ Strifas	Read Replies (2) of 42771

eDirectory is a grand example of the type of web-based service a website can develop from a full service, extensible Directory. I believe this is just the first step for CNN.com and eDirectory. Think what happens when they begin to develop content that is not solely presented via a browser on a computer (I'm thinking handhelds and IP-enabled microbrowsers in cellular products). Substitute the personalized news content on CNN.com with specialized content for a customer at say Amazon.com! Heck that's even a very small slice of how eDirectory will affect e-commerce. Let's move this into large scale apps for businesses.... Has anyone ever used www.pricescan.com to comparison shop on the interent (or equivalent services)? Imagine leveraging a "filter" within my personal profile that will search out and discover these types of services (or allow me to specificly identify the service(s)) then utilize them to find the best price for a product?!?! There's no need to re-build the service if it is openly available in the internet. All that would be necessary is a way to exchange data (XML?) in a structured way that allows me to view (in HTML) the results in a relevant manner. Further move this into the B2B e-commerce and the potential market for Directory apps and the Directory itself grows larger and faster than we can imagine! I'll wait for Whittman-Hart's eCatalog to really see if what I'm thinking of can become a reality. I am happy to see this news regarding Novell's work with CNN.com to further eDirectory's capabilities. Let's not forget that the core technology is NDS while the use of that technology is not traditional. I expect to see more and more of this type of work from Novell as a way to solidify Novell's current position and leadership role. Novell MUST TAKE the lessons learned here (and experience) and translate that into continued growth for the consulting services arm. They must move these people out into the field creating SOLUTIONS based on NDS and other Novell products. I wouldn't even limit the solutions to Novell products -- what a coup that would be if Novell could showcase the ability of their products to manage a solution that incorporated products from other companies?!?! It would place Novell in a space all to itself -- capable of providing what most companies need while able to incorporate existing products and/or services into a new bundle. Regards, Peter J Strifas [PS - yesterday I received my OmniSky package and now my Palm Vx is fully internet capable. Very interesting.

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