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

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To: EPS who wrote (26672)4/18/1999 8:16:00 PM
From: EPS  Read Replies (2) of 42771
 
Verry interesting:

Cisco turns to Oracle to hone strategy
By Ben Heskett
Staff Writer, CNET News.com
April 16, 1999, 5:20 p.m. PT

Cisco Systems is turning to third-party business application software providers to
round out its management and overall networking strategy.

The networking giant plans to announce an alliance with Oracle on Monday that will tie
elements of its management tools with the database giant's set of business applications.
The move aims to boost Cisco's bid to play a greater role in the market, as software
becomes more dependent on networks.

Cisco is looking to make sure its line of policy-based network management
software--including its recently released policy manager and associated tools--can
prioritize traffic on a network from providers of business application software, such as
Oracle.

The combination of Cisco's software with Oracle's applications will allow an administrator
to prioritize a quarterly sales report sent across a network, for example, over an
employee's email. The collaboration between the two companies will consist of software
"templates" for Oracle, implementation guidelines, and a series of test reports.

Cisco announced a similar partnership with application provider PeopleSoft earlier this
month.

Since Cisco plays a large role in enterprise corporate networks, the company aspires to
extend its competence from networking equipment and its
associated Internetworking Operating System, or IOS.

To make the networks built with its equipment more
intelligent, Cisco needs to make sure the applications can
communicate, according to executives.

"The larger strategy is application-aware networking," said
Joe Hielscher, director of marketing for CiscoAssure policy
networking. "As part of that, there are a great many things
we are doing."

In addition to these deals, to be announced at Oracle's
applications user conference in San Diego, Cisco will likely
create ties with the other giants of the business application
industry, such as SAP and Baan.

Company executives refused to comment on potential partnership plans.

Competitors such as 3Com, Nortel Networks, and Cabletron Systems also have plans to
produce a series of policy-based networking tools--but industry analysts believe Cisco has
the edge.

"As the policy manager is a key component within nearly all policy networking strategies,
Cisco gains a short-term competitive advantage from being an early adopter," said Ed
Hold, analyst with market watcher Current Analysis, in a research report.
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