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: Spartex who wrote (24724)	12/16/1998 11:52:00 AM
From: Paul Fiondella	Read Replies (3) of 42771

Can directories sustain Novell? First of all let's get it straight---NDS is not a product of Eric Schmidt, and the strategy to focus the company around NDS certainly precedes Schmidt by several years. The problem as Desmond to his credit has finally raised is will this niche strategy work? Do the rising revenues portend general acceptance of NDS? Can the company be a 2 billion a year company based around NDS or will it be the kind of company that shows others the way but doesn't make the bucks off the idea? I have my own opinions and they have to do with end users and hot products. Until Novell finds a hot product with visibility to end users it will not succeed. Novell users (typically corporate network administrators and such) live in the enterprise. Novell management lives in the same world. I don't think any of them understands what Gates understands fundamentally which is that that the Internet is an end-user network --- the first end user network. (See Amazon) "In his keynote talk at Networld+Interop in Atlanta, Schmidt painted a picture of directories extending to the Internet. Consumers will have profiles of themselves at various places on the 'Net as well as lists of their shopping preferences and such. Some of this information would be shared among companies, depending on the level of privacy users select for themselves, so a user won't have to enter credit card data and shirt sizes to both L.L. Bean and Lands'End. Directories would be behind it all. Corporations will have similar profiles for their employees, for example, showing what applications they should have on their desktop. If a user accidentally deletes some applications, they could be easily replaced. ZENWorks can do such things already. The corporate profile would also hold information that would be relevant to multiple departments; this means that finance won't need to duplicate information that is already in the HR database. " Well so where are these products? Nobody has offered me a centralized internet identity that I can use in Internet commerce! I would love to see it --- a free site that you can log onto with some fingerprint type security access, where you can obtain a shopping token to use in Internet commerce. A site where none of the information can be used for anything other than obtaining shopping and payment tokens. Will Novell do something like this? I doubt it. Only Noorda would have the guts to go for something like this. Noorda was tuned in to the PC industry vs Big Blue et alia. IT's only out of that battle that you understand how to become a giant killer, and it isn't by not taking chances. There is no safe way for Novell to succeed. Somebody in Novell management better start learnings how to take some chances again. ================ My opinions are my own.

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