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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Paul Fiondella who wrote (30841)3/27/2000 6:11:00 PM
From: Paul Fiondella  Read Replies (2) of 42771
 
Forget about the 10 Zens and focus on the 10 directory service appliances

If you are one of the many Novell analysts that mine these threads for information about what is happening at Novell, I have a major suggestion for you.

In the past STeve Dube looked to directory based applications to drive NDS as an internet standard. I think we need to reanalyze that strategy. It looks to me liek something new is happening at Novell. Something extremely significant with regard to revenue. We are going to have a different engine drive Novell's positioning as an infrastructure internet leader.

We are going to have network service based appliances --- the big pipe --- doing the heavy lifting.

In listening to the presentations this morning from Schmidt and Adams I got this insight. The name of the game at Novell is SCaLEABILITY. Novell is going to gain an entre to the internet through having massively powerful special purpose network appliances whose value proposition and ease of use will drive revenue for the company.

Forget the 10 Zens analysts. The Zens are network management tools. We are talking network services. Streamlined and narrow boxes that plug into an ISPs network and provide everything from file services and network storage to ASP delivery alla DirCOmmerce.

This is the new Novell message. IT makes sense to me. More later.
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