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

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To: Paul Fiondella who wrote (34606)11/3/2000 10:47:34 AM
From: PJ Strifas  Read Replies (1) of 42771
 
I think GroupWise has some newsworthy-ness built into it. It's a very good product at what it does and if this statistical information (which is from IDC not Novell) is anywhere near correct - it's not dead.

The thing with GroupWise is that you DO NOT NEED NETWARE in the next version. So if you are entirely NT or UNIX (SunSolaris) or even LINUX (Red Hat) on the back-end, GroupWise is a solution you can look into.

I think that's an important message here (from a product stand-point). Another tidbit which won't be much to investors but means much to admin/techies is that ALL new Novell products will be managed through a utility called ConsoleOne. They will be phasing out their currenty NWAdmin utility. That means moving away from NetWare and the Windows 32-bit client. Significant....to us techies yes. To investors - you can see it as a fundamental shift away from the past.

Many people want to "kill" Novell over the WordPerfect deal. Remember, without that deal, Novell would not have GroupWise nor have developed NDS in the manner in which they did. The underlying technologies they acquired from that deal are fueling their lead in the directory space.

Now, what I really find to be more interesting is that it's my opinion that the directory market is just starting to heat up. Novell needs to get more to the forefront of people's minds when anyone discusses Directory-based solutions.

[More on that later - but if you get a hardcopy of eWeek, read the article by Anne Chen on pg 59. It's not available on the website yet...sorry.]

Regards,
Peter J Strifas
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