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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Ellen who wrote (30558)3/2/2000 10:13:00 AM
From: Paul Fiondella  Read Replies (1) of 42771
 
You don't get it either?

First of all Cisco makes a required internet product --- the router that you connect into to connect to the internet. That is a piece of hardware not software. Without it you can't connect. It dominates that internet sector.

Novell doesn't make any product that is required by the internet. Novell has a very useful technology --- NDS which could become a directory standard for the internet but currently isn't.

Comparisons between these two companies given their market share are ridiculous. Cisco owns its market. Novell doesn't.

The end-user is just that, the end user of your products. There isn't any reason why Novell engineers cannot take their infrastructure products such as ichain and eDirectory and put together B2B solutions. (and in the case of the consulting group they are.) However to reach the point at which you dominate the market for any B2B application you have to have a compelling solution (and it has to be general) which every end user demands to have on his/her desk. That is the reality of the internet.

This is such basic stuff I'm amazed I still have to explain it to anyone on this thread.

If you don't understand the fervor then you don't understand the internet. Unfortunately an amazing amount of people within Novell still don't understand that until you reach the point of having a compelling solution for the end users of your product, you don't have a business.

You can have all the technology you want, just as Bell Labs had, you can invent the transistor, just as Bell Labs did, and never make a penny off of it.

I'm not blaming the top management at Novell. They get it. But the middle management at Novell doesn't seem to get it. I'm told there are managers within Novell that do not use the internet!!!

Study what happened at CNN. Duplicate that sale. How did they get in the door --- with the excitement of digitalme. Give me an exciting product to get in the door with. IT can be any product you choose based on any technology Novell has, but it has to excite the end user.

I do not like the fact that Novell has not been a part of some major major B2B ecommerce sales.
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