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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: PJ Strifas who wrote (30677)3/11/2000 12:43:00 PM
From: Scott C. Lemon  Read Replies (2) of 42771
 
Hello PJ,

> Here's something a company is putting together. Check out
> buzzcompany.com

Yep ... these sites are popping up everywhere. It's *all* about communities ... and I think that some people at Novell have finally woke up and figured this out.

I had hoped to make Novell an "arms supplier" to communities by providing a very powerful set of software which allowed for the easy creation of communities of people, and communications tools ... built on NDS. I remember being told to "shutup" and stop talking about communities ... I was told not to mention it anymore ... ;-) But it's a core element of the evolved human race ... so I believe it is core to the Internet ...

I still believe that this is a viable market space, but it's getting crowded now. If you look at the industry, I have found 6-8 new companies with a focus on providing the infrastructure and tools for associations and communities to easily be formed. I know that there are more that I haven't found yet ...

> Novell needs to get the ball rolling on it's community
> products and services. They may be missing a HUGE
> opportunity to gain a leadership position in the next
> wave of the Internet.

I agree ...

> If Novell were to develop a product and/or services
> platform for their current Corporate customers to
> transform their market into e-communities - this company
> could really FLY.

Yep ... I agree completely. IMHO, the way to do this is to immediately enable their existing customer base with a set of tools that reveal the power of the directory to the end-users (See Jimmy's rules!) ... eGuide is a very good example of this direction ... this is for corporate and educational customers. Then also provide the "outsourced" site similar to MyRealBox to demo what can be done. Lastly you need to have a "free" version for non-commercial uses to attract the people who want to experiment and explore the possibilities. Tie this together with a good "meta-directory" or "portal for communities" and I think you are there ... ;-)

I believe that there are many, extremely profitable, directions that could be taken ...

Scott C. Lemon
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