Novell (NOVL) dirt cheap, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: RIT who wrote (34617)	11/3/2000 12:20:19 PM
From: PJ Strifas	Read Replies (1) of 42771

Agreed. This approach of getting eDirectory everywhere could potentially be bigger than NetWare since it's not dependant on the sales of specific environment. By that I mean that eDirectory integrates with many OSes and fits a solution rather than product-centric sales model. Again, I wish I had the article in eWeek to post here. It's rather enlightening. It mainly deals with integrating an enterprise directory to improve management and productivity. The article also talks about "outsourcing" this need since the expertise is not widespread (sure NDS has many CNE's out there who can manage systems that's vendor-specific support - the CDE course track will help with integrating multiple directory environments). I'll post some of the interesting points here: - Large corporations have 181 seperate directories (according to Forrester Research). - 42% manually update the information in EACH of these directories with every change (modifying existing accounts or adding/deleting accounts). - e-businesses need to tie these directories together with centralized management as a business need. - Today 15% of enterprises have deployed an enterprise Directory solution growing to 90% by 2002. Reasons driving companies to adopt enterprise directories: - Browser-based e-commerce applications - Secure B2B and B2C product configuration applications - Web-enabled user access and single-sign-on systems - Enterprise resource planning apps - Token card authentication systems - Public Key Infrastructure (PKI) and digital certificate management systems - Human Resources apps - Network capacity and quality-of-service (QoS) systems - perimeter firewalls (interior firewalls too!) (from Giga Information Group) Now we've lambasted Novell for not moving away from the ENTERPRISE while this article seems to point as the ENTERPRISE being a very fertile market! Take your pick - Novell has a very interesting opportunity to move these enterprises to eDirectory-based solutions. That means integrating with more and more applications and/or offering open-standards interoperability for new and developing apps. On a side note, AT&T's announced breakup into 4 companies is rather intersting. Their main focus is "AT&T recognizes that the enterprise market is where the market is and that's where the money is (-said Marc Liggio, analyst from Allied Business Intelligence). These are the higher-revenue customers...". Perhaps it's not a bad strategy after all. But I would like to see Novell attacking the opportunities for eDirectory from a solutions standpoint. If you look at: novell.com That's exactly where Novell is going. I think the biggest problem is pricing this whole directory stuff out. Regards, Peter J Strifas

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next