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: PJ Strifas who wrote (31095)	4/21/2000 4:10:00 AM
From: Scott C. Lemon	Read Replies (1) of 42771

Hello PJ, I'm still reading through posts, but I'm sure that someone else must have commented on this ... > While many analysts focused on the absence of the cache > companies, such as Akamai, that are missing from the > lineup, Microsoft was the real loser in the CMGion > announcement. Isn't it amazing that: 1) ... the analysts couldn't understand that these guys might just eat Akamai's lunch? This CMGIon really has the opportunity, if architected correctly, to go far beyond what Akamai is doing! 2) ... the analysts still don't realize that Novell is a caching company! Wow ... what does it take to get the execs of NOVL to understand and talk about caching? Scott C. Lemon

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