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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Pruguy who wrote (27162)	6/13/1999 12:11:00 AM
From: Robert Sloan	Respond to of 42771

ZDII INTER@CTIVE INVESTOR-"Novell" scroll down to 6/11/99 caption of article. There are also links on the Yahoo Novell Message Board 6/12/99.

To: Pruguy who wrote (27162)	6/13/1999 11:31:00 AM
From: Rusty Johnson	Read Replies (2) \| Respond to of 42771

zdii.com From Tao (taotsetin3) on the Yahoo thread: 1-NDS is the only directory capable of doing the job so if you want to get the job done you have to come to NOVL. Furthermore, It has only been out for month. What did they expect? Did they expect people to go immediately into production? Many observers believe NDS Version 8, which started shipping last month, is the first enterprise directory that can support the scale and performance necessary for an ISP's user base, which can comprise millions of users. But Novell to date has failed to leverage its technical leadership into tangible ISP support. 2-NOVL understands the need to take advantage of the opportunity and they are forming a special team to do so. There is a challenge, but they are far from having lost and they still have the advantage. In response to the slow ramp-up, Novell is forming a team to evangelize the benefits of a directory-centric architecture for service providers, according to sources. Novell also has formed a specialized ISP sales team. Monte Sharma, currently 3-If it is indeed AT&T, how long do you think other ISPs will be able to afford not to fall in line. It is like getting in bed with LU to force CSCO to come to the table. It isn't any different. One ISP will be using NDS to manage 2 million user accounts by the end of the year, said Michael Simpson, vice president of marketing for the Provo, Utah, company. Simpson declined to name the company or say whether the vendor would offer services through the directory. Sources believe Simpson was referring to AT&T. 4- As far as CSCO is concerned, this guy must have not read some of the articles written by some its colleague at Zdnet. But there's a gaping hole in this strategy of slipping NDS into the equipment ISPs use. Novell has tight partnerships with Lucent Technologies Inc. and Nortel but has yet to integrate NDS with hardware from Cisco Systems Inc. 5-US West is in for a rude awakening. Active directory simply can not do the job. CSCO wanted to with MAD too =;-). That has led some potential customers, such as US West Inc., to choose Microsoft's Active Directory. 6- Should we then assume that US west will be deploying MAD before a couple of years =;-)))))))). NT5 isn't even out yet. I guess even when NOVl get a large account it has somehow to be bad =;-)))))) Telinco plc., one of Britain's largest service providers, will use the directory to manage 450,000 user accounts and does plan to offer directory-based services. But it won't be ready to do so until next year at the earliest because, sources said, it has not worked out an appropriate licensing deal. From Harold CNE on the Yahoo thread: You can't put very much credence to what is reported by Ziff-Davis. Ad sales are more important than unbiased reporting to them. Microsoft uses their advertising funds to pressure magazine editors into biased reporting. They used their size against PC manufacturers in illegaly pressuring them to exclude competitor products. They also use their size to pressure editors into parroting their press releases, or they'll lose large amounts of advertising revenues from Microsoft. Besdies, Ziff-Davis is part of Softbank, who has a very strong relationship with Microsoft. Strong enough to slant their reports in favor of Microsoft. Microsoft will dig their own grave. The lack of choices imposed by them onto users will bite back.