Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Fiondella who wrote (27222)	6/23/1999 3:36:00 PM
From: DJBEINO	Respond to of 42771

Novell Inc. Reiterated 'Strong Buy' at Wasserstein Perella Princeton, New Jersey, June 23 (Bloomberg Data) -- Novell Inc. (NOVL US) was reiterated ''strong buy'' by analyst Stephen C. Dube at Wasserstein Perella Securities. The 12-month target price is $40.00 per share.

To: Paul Fiondella who wrote (27222)	6/23/1999 5:34:00 PM
From: EPS	Respond to of 42771

Paul: good to see ya! ================================= Hot Products: Internetworking/IP Tools— Policy Server QOS, Over Easy Ukiah Software Inc. says setting intranet quality of service shouldn't mean sacrificing quality of life. Its Netroad Active Policy System (APS) doesn't just let net managers define policies based on information already stored in directories. It's also the first policy server with application-layer monitoring functions for automatically adjusting policies in response to changing network conditions. Policy servers like the Provider from Orchestream Ltd. (London) lack such monitoring and reporting functions. The system comprises four pieces of software. Netroad Virtual Directory Server software stores policies, communicates with directory services using directory protocols like LDAP (lightweight directory access protocol), and collects monitoring information. Netroad QOS Policy Server sends policies to devices on the network. Trafficware agents shape traffic and monitor the network. And a separate graphical interface works with Windows NT or a Web browser. The starting price is about $50,000. (The Virtual Director Server starts at $25,000 and the QOS policy server costs $20,000 per 10 devices controlled. Trafficware agents range in price from $500 to $10,000.) But net managers should keep some things in mind. Right now, Netroad APS works only with products from Ukiah (Campbell, Calif.) and Cisco Systems Inc. (San Jose, Calif.). And there are no users who can verify the vendor's performance claims. (vd: this has changed now!!) data.com

To: Paul Fiondella who wrote (27222)	6/25/1999 8:52:00 AM
From: Frederick Smart	Read Replies (3) \| Respond to of 42771

Welcome Back Paul.... >>Too many people think that a competent, intelligent mensch like Eric Schmidt cannot weed out the dead heads at Novell. Somehow the bench warmers will fool him. These people are wrong. Novell's senior management is very focused on the success of Novell's winning the race to have its directory technology become the leading technology in the area of ecommerce. Do you think that with this priority they are not going to support the innovators within Novell? Do you think they are just going to watch the whole effort stagnate or drown because the company bureaucracy couldn't move fast enough to catch up with Novell's most innovative ecommerce initiatives? NOT A CHANCE!!!>> I am 1000% behind Schmidt. They still need to throw out some of the Old deadwood. I know this takes time: internet time..... Nice to have you back Paul. Hope you enjoyed your sabbatical. GO!!