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

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To: DJBEINO who wrote (25568)2/23/1999 12:17:00 PM
From: Paul Fiondella  Read Replies (3) of 42771
 
Microsoft will not wait for Novell to embrace Digital Me (ecommerce)

I found this gem in the Financial Times over the weekend --- a must read for all Novell employees. [ ]contain my comments.

"Last October Microsoft announced its Smart Card for Windows operating system. Its applications include access to corporate networks, electronic cash and online transactions, such as home shopping [READ ECOMMERCE.]
The successor to the Windows 98 operating system, provisionally called Windows 2000, will include a smart card as standard. 'When you start up Windows 2000 it will ask you to insert your smart card.' says John Noakes, business manager for e-commerce at Microsoft.[AND WHO IS THE BUSINESS MANAGER FOR ECOMMERCE AT NOVELL???]
'Smart Card for Windows has a good chance of becoming the de facto standard smart card operating system for networks, including the internet.'

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Okay so there you have it Novell engineers. Remember what happened to you when MSFT went from DOS to Windows --- defining the end user platform, defines the standard.
This strongly suggests to me that Novell has to be thinking ecommerce through all the way from the client running on the end users platform. Novell has to have a serious management structure in place here to coordinate ecommerce across its various exiting product lines. Moreover Novell has to press for open standards to prevent whatever OS runs on the Smartcard from locking in its output to a proprietary MSFT NOS or OS.
Anybody at Novell listening?

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Microsoft appears to be aiming for a system that uses the computer ID from Intel with a smartcard OS stranglehold to lock in the digital identity on the user platform. Ultimately your computer login will involve going through a MSFT internet port to make your system work. Big Brother constantly checking on everything you do under the guise of protecting its intellectual property rights. The antithesis of this system is a network based open standard system where a person controls their digital identity by storing it in a digital identity vault online. Everyone accesses the identity vault through an open standards system, not through MSFT's proprietary operating system lock.

If Wintel gets away with their scheme they will be more powerful than the government and will control all internet ecommerce in the same manner that they used Windows to control the desktop. I hope you Novell engineers understand this already.
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