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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Jerry Feder who wrote (26605)4/11/1999 9:59:00 PM
From: Paul Fiondella  Read Replies (1) of 42771
 
Pretty limited article for someone who attended Brainshare

The writer clearly didn't grasp what was happening around him.

For the writer Novell's future is in Netware sales (and legacy conversion sales at that!). This perspective is nearly two years out of date and part of MSFT FUD.

The writer hasn't got a good grasp as to exactly where the growth areas will be for the company and keeps looking backward. Somehow he doesn't grasp the full significance of Bordermangers being taken on by Dell and CPQ vis a vi Inkatomi's caching products and the internet. There is no mention of LU. Nortel, and other NDS partners and what they are after in NDS.

Not a word in the article about Novell as an internet player. Not a word about i-chain or digitalme. Not a word about NDS's use in ecommerce.

Schmidt's agenda is to make Novell an internet leader. That means you must examine the role of Novell's NDS directory in the context of enterprise networks connected into the internet. Novell will supply more than just web servers here (although the author doesn't mention it, the IBM websphere deal is supposed to provide enterprises with the ability to easily set up web sites), it will supply the means by which corporations can extend their internal directories across the internet to their customers and to their vendors.

If you come at Novell only from the perspective of enterprise internal networks you miss where the company and its customers are going.

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