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: fb who wrote (34434)	10/24/2000 12:58:27 PM
From: PJ Strifas	Read Replies (1) of 42771

fb, Perhaps it's my misunderstanding...I thought <OT> was for Off-Topic... What relevance does this have with Novell? Probably not much which is why I placed the <OT> at the head of the post thinking it would alert readers to the fact that this post was not "on topic". I do think that for anyone involved in the internet community, this information is important in the way it will shape e-commerce in one particular industry who has been "dead set against" joining the "new economy". The recording industry is very "comfortable" in their "business as usual" until Napster came along and shook them to their core. Now with AOL merging with Time-Warner, they will be scrambling to join the "new economy" and embracing internet technology as a new medium for delivering their products. AOL will make a profit on subscription-based music downloading. Apparently AOL has been "buying" the necessary components for their strategy. In addition, it's been known that Novell has been working with AOL. In particular with AOL's Instant Messaging and eDirectory for AOL(?). Could Novell be providing the future "directory services" and authentication services for AOL? Don't know...yet.... I know that digitalme had an application that mimicked AOL's Instant Messaging where people could share files...all of this leveraged NDS/eDirectory for authentication. So it is not impossible just a matter of probability :) Anyway, to me, this new subscription-based service would work easily within AOL's software. Moving it to the internet (pure internet not AOL's proprietary software) would require "directory services" (this is my opinion of course). eDirectory would make a nice fit here.....much like the CNN Interactive work Novell has already done. As for the airport software bug -- <shrug> it wasn't me :) Regards, Peter J Strifas

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