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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Spartex who wrote (27116)6/4/1999 12:22:00 PM
From: PJ Strifas   of 42771
 
I think they already are -- Here's something from their ISP products section of their website:

Preparing You For the Future

A new trend has begun in the ISP market: Hosting network services for corporations. By combining the infrastructure of the Internet and the power of the directory, companies are now able to offload their information services and technology to ISPs, extending the common practice of Web hosting to include collaboration services and Web-enabled applications of all types.

Novell has the technology to make your transition into this new market a smooth one, with specific directory-enabled services to facilitate management, access control, billing, and reporting.

--

Novell has the right infrastructure products for ISPs to develop application services (ASP) today. The biggest assests Novell has are NDS and Java on the server, add Websphere and Oracle's database and you have a powerful backend. BorderManager and ICS are enhancements to the entire equation which can not be overlooked.

If Novell continues with it's "Spread Red" campaign targeting ISPs, they should find themselves in the middle of this ASP territory. Let's remember that one of Dr. Schmidt's priorities when he was with SUNW was working with ISPs. It's familiar territory for him.

This is a market that Novell appears to be well-equipped to grab a decent chunk of. Right now, it's an unproven market at best, one which can only grow as the technology improves. If Novell can add good clustering technology to their portfolio, they could have a one-stop shop for all your web needs.

Peter
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