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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Spartex who wrote (26591)4/9/1999 11:29:00 AM
From: Paul Fiondella  Read Replies (1) of 42771
 
Another way to look at this article

They are leaving the caching market to Novell. Am I wrong. INKT has decided they can't compete with the Novell technology?

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Incidentally in my opinion Schmidt remains committed to making Novell an internet leader. Just as the engineers in Novell did their part by coming up with new technologies like Zen, digitalme, and Bordermanager, it is now up to the senior management in Novell to look at all of the possibilities of digitalme in the area of end-user to net merchant ecommerce, enterprise to enterprise over the net ecommerce, and digital identity security.

Novell can turn what is perceived to be a weakness into a strength. These internet start-up companies have to spin spin spin to get partnerships with real Fortune 500 companies. Novell can approach the same companies with better technology and the security of not being a startup.

If I were a senior exec at Novell, I would think how I could use my enterprise relationships to leverage a new internet thrust like digitalme.

The old line companies will have to get into the ecommerce game. Should they partner with INKT or NOVL? You tell me which company is for real and which company will empty your pockets.
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