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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: PJ Strifas who wrote (34618)11/3/2000 12:38:35 PM
From: RIT  Read Replies (3) of 42771
 
>>I think the biggest problem is pricing this whole directory stuff out.

This is where I think the long term fun is (and why eDirectory is currently only $2 a 'user' account).

If over the next few year's 50% of the world's population is going to be online, that 3,000,000,000 users each of which will need at least one account. Even with the best intergration most users will have a number of accounts.

Even if each user has a single account and Novell only had 30% of the directory market and received 25c per account per year in support fees, that's $225m a year just for the directory, now add the 'value add' services Novell has - DirXML, I-chain, ICS etc. And who ever wins the directory market 'mind set' will end up with far more than 30%.

Roger
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