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

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

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To: E_K_S who wrote (24204)	11/3/1998 11:35:00 PM
From: Scott C. Lemon	Read Replies (1) of 42771

Hello Eric, > Hi Scott - The "renting" of JAVA applications and even the recently > announced JINI embedded devise royalty model discussed today by > SUNW sounds like a very cost effective model for the end user. Yes ... and the MT&T model is based around Windows applications today. And with the introduction of the Cytrix solutions, users are able to run Windows applications on non-Windows platforms ... returning Windows to a mini-computer model of central computer and remote "terminals". I really wonder how Microsoft feels about people buying less copies of Windows to use the Cytrix or Hydra model of execution from other platforms and "Windows terminals". I recently played with the Cytrix Java ICA client and ran Windows applications in the ICA client ... on a NetWare 5 server! This starts to bring in some very interesting opportunities ... What is slowly starting to occur is a removal of many of the dependencies of the OS platform. But also room for many options. > Do you know if Novell is pursuing such a model for a future > service? I know that I can say that MT&T has been showcased numerous times as a very strong solution in the Internet space for ISPs looking to "change the model" ... and people at Novell recognize the power of these types of solutions. > Another application that is being developed in Redwood City (CA) by > CellNet is a networked utility meter reading service to be launched > next year. The beta tests are now being completed in several major > cities in the U.S.. Business and home utilities are monitored by > electronic meter devices that utilize embedded software systems > that report usage back to "Network Central" (located in Redwood > City). Customer activity is monitored and billed by CellNet. I > wonder if they use a Novell network to manage the system. Interesting company ... I would have to check on this, although I do think it's wise of them to move to "CORBA" and "Java" technologies ... they indicate this in their white-papers. Also several mentions of using Oracle for database technology. With these attributes they are a good candidate for NetWare 5 offerings ... > This would be a good "service" business Novell could develop and > support. I like those reoccurring revenues that are charged to the > utility each month. ;-) The business model is changing ... the Internet changes everything ... ;-) > EKS Scott C. Lemon

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