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: ToySoldier who wrote (25214)	1/29/1999 10:00:00 AM
From: Drew Spencer	Read Replies (2) of 42771

Just to clarify a slight inaccuracy in your statement... Toysoldier said.. "Lucent also made a clear and direct statement that it is not willing to wait for CISCO's DEN initiative for another 2 years when a mature NDS is available now. The Lucent VP got a loud applause from the partners." Acutally, the DEN initiative is NOT a Cisco thing. It is a standard that has been established by the Desktop Management Task Force of which (the last time I checked) a member of Novell's senior technical staff was either the Chairman or the President (see http:/www.dmtf.org). So, if the DEN initiative is the problem, Novell is at least partially culpable. You may also remember that LU just got seriously into the data networking biz with the Ascend purchase so there might be some incentive to poke Cisco in the eye.

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