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: ToySoldier who wrote (31005)	4/11/2000 1:11:00 PM
From: PJ Strifas	Read Replies (1) of 42771

Does the CMGI/SUNW/NOVL annoucement today constitute a JACUZZI builder? Will CGMion build JACUZZIs for companies to buy? Interesting huh? From what I understand, the press release shows how an Internet incubator is teaming with the "We put the DOT in DOT.COM" company and the leading Directory-enabled plumbing/infrastructure company to create a NEW company that will provide SERVICES to customers. This IMHO is a solution that looks to fill a demand on the part of e-commerce businesses to provide a better user experience. On the surface, it's a positive step for Novell's DENIM initiative and eDirectory. Only time will tell how this will affect Novell's position in the Internet space though. I think if CMGion can show clients signing on for these new services within the next 6 months, it could be very positive for Novell short term. Long term I think more companies will begin to look at Novell products as part of a solution that either they can build on or with to solve business problems if CMGion becomes successful in signing up big name clients. I still believe that an easier, solution-in-a-box strategy developed in parallel to the larger scale deals (such as CMGion) MUST be developed. The small-to-medium business market is a far greater prize. Then again, one could argue that these solutions should be services developed and provided by ASPs (outsourced) rather than handled in-house. Another positive note: Doesn't this say something for Novell's technology? CMGI could have choosen MSFT's Active Directory or SUNW's iPlanet Directory Server. In fact, why didn't they choose iPlanet for this deal since SUNW is already a partner??? Also, how far behind are other "DOT.COM" companies in adopting Novell technology to solve business problems described in the press release. I do believe these problems are univeral on the Internet. Do we dare say that the myCNN.com deal could be opening doors for other implementations of eDirectory that are more substantative (meaning NDS is a major component in driving the user experience than just a profile index)? This annoucement whets the appetite and forces more questions for Novell's marketing. Now are they up to the challenge? :) Regards, Peter J Strifas

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