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

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To: RIT who wrote (34619)11/3/2000 2:07:47 PM
From: PJ Strifas  Read Replies (1) of 42771
 
I like your math and believe me, I can see where you are coming from. There's much to be made in the directory market. Managing accounts and network services is one aspect of leveraging Directory services. That's a back-end benefit you sell to businesses (here's how eDirectory can save you money/make you more etc).

Again, that market is much smaller than the one you are talking about. For those new people getting online or the ones currently online to find their way into your equation you have to realize their needs are different.

They are looking not to save money but for the "value-add" to the money they are already spending. Applications and services based eDirectory that can personalized internet content available to me wherever I am (location independent), on whatever I have available (device independent) when I want it (instantly?).

So that means building a products and services model that will allow business to provide just that. Novell has those pieces (IMO) right now - eDirectory for authentication/personalization, ICS & Content Exchange to get the info to me fast (everywhere), digitalme (I still think it works) for identity management, back-end support for popular webservers and OSes not to mention offering hosted GroupWise services for not just email but Universal Inbox and collaboration.

...I wish I could build it for you to see :)

Sorry if I'm "preaching to the choir" here :) My headcold medicine makes me foggy.

Regards,
Peter J Strifas
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