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: Ellen who wrote (30558)	3/2/2000 2:05:00 AM
From: Frederick Smart	Read Replies (2) of 42771

B2B Energy Will Fall Flat.... >>I don't understand the fervor to have 'just' an end user product and I don't see anything 'fatal' about the business-to-business avenue. Quite the contrary.>> Ellen: B2B is all the rage right now. Savings in administration and other middle layer costs are extraordinary: 25-40+% in most cases. The magnitude of this arbitrage is incredible. But it misses the primary point. Companies that focus exclusively on B2B over the next few years will miss out completely on the real revolution that's happening: The growth and development of individual and community trust and information networks. These channels will become the virtual distribution networks of this New Century. Put your ear to the IP rail. This is the secret most "companies" will completely miss out on. For after they eat their B2B FREE lunch they will wonder where all the energy and ideas and trust went to. They will then realize that the Old Business model party is over. Novell has a choice. Lock down and try to benefit short term from this B2B FREE lunch. Or open up and begin generating the food for this next growth phase: TRUST. For "B" - ie. "business" - will be replaced by "S" - ie. service. This "Business-to-Business" stuff is not unlike watching the chairs change on the deck of the Titanic. Those who know there's an iceberg ahead will jump off the boat and be forced to warm up the icy waters of service. What defines community? Our individual and collective acts to help and serve each other. Service? You bet these waters are downright freezing in most companies. But when companies extend trust back to their customers the waters of service begin to warm up. B2B is just downright self-centered. Let's all high-five ourselves and save money. There will be some companies which will plow these savings into efforts to extend trust and warm up these waters of service. They will risk taking the necessary transformational changes to become less and less like "companies" as they become more and more like a community. Novell's technology is the perfect infrastructure to develop apps which can usher in this New World which will be characterized by the decline of traditional companies and the rise in power and influence of individuals and these new communities. One look at the direction and course of the Dow Jones Industrial Average this year should give everyone a clear indication that this process from Old to New is rapidly underway. And it's very ironic that Microsoft finally found a chair on this fateful ship. Peace.

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