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

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To: Jim McCormack who wrote (16791)9/4/1997 12:30:00 AM
From: Scott C. Lemon   of 42771
 
Hello Jim,

Just got back from a brief vacation and I'm trying to get caught up with all the activity. Too bad I couldn't just skip the last 200+ wasted posts about the "merger" ... I don't see it happening.

> Border Manager is Netware Service - an NLM Suite

The hierarchical cache engine and content router are written in C and are currently implemented as NLMs to run on NetWare.

> Not sure who was asking this but as per the NEWSWIRE press release
> on Border Mangler... couldn't resist - I mean Border Manager - is
> Netware dependent.

The current implementation has been written for NetWare. Did you want us to cripple the products capabilities and scalability by writing the first version for NT or UNIX? No way!

> Still one of those God Aweful NLMS we all love to hate....

I would love a brief explanation of this if you get a chance. As a software developer and product architect I have always been amazed at how people can get so caught up with programming languages and environments.

While you're doing this, could you please explain what IOS, from Cisco, is? And please contrast/compare this enviroment to the NetWare environment. Both of these are highly optimized IO engines for pumping data. And NetWare is probably the fastest, most cost effective product for doing this on Intel metal.

Please show me another product that can handle 4000+ hits per second and 85,000+ simultaneous TCP/IP connections? Someone's UNIX maybe?

Scalability is the key ... the Internet will place new demands on everything that is in place today. Bandwidth will keep a good pace, but the servers out there will not.

Yeah ... I'm sure that BorderManager will run cross-platform in the future ... if the customer can put up with the performance hit, and cost of additional hardware to run on a crippled "general purpose" operating system like NT or UNIX.

Hierarchical caching is the future!

> If you haven't got Netware you would probably have to think real > hard before intorducing it to get this product.

But people still buy Cisco ... and Ascend ... and Bay ... so I don't know that I agree.

> If you got Netware and you have a "Big Time" network and Internet
> capability this product has a really nice set of features.

This is one interested customer segment ... but I think you are still missing the point of what you are seeing. You are witnessing the birth of a new generation of technology. Hierachrical cache servers will be everywhere! Go look at nlanr.net

> After all it is integrated with NDS and the NDS configuration tool
> for Novell better known as Netware Administration module.

You mean it is fully directory enabled? Of course. How else would you do this ... using Microsoft Active Domains? What a joke!

> Folks will hate this if they don't use Netware IMO. It will not be
> a Blockbuster until MOAB.

I'm not sure the relation to MOAB? (P.S. So where did the city of Moab get it's name? I was quite amused when I found out ...)

> From the Newswire:
>
> RUNTIME VERSION OF INTRANETWARE allows customers to easily deploy
> BorderManager services within a company's Windows NT or UNIX
> environment or on new servers in a Novell IntranetWare network.

Yes. Most of the customers I have been working with are installing borders on dedicated machines ... they "see" where this is going. They understand that this means no more router upgrades ... no more investing in proprietary hardware routers.

This is the future ... and it's much bigger than simple servers ...

Scott C. Lemon
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