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

To: Frederick Smart who wrote (27266)	6/29/1999 7:10:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

Version 2 of My Last Post...... I made some corrections and additions which were too late for the 15 min. edit window. INDIVIDUAL Information Access Control..... >>PS - The future of the web is not so much in broadband access but rather information access control. Broadband access will only bring the experience of the remote control from TV to websurfing. It will allow us to quickly access MORE information during a certain time frame. It won't actually make that surfing any better if I still have to pause to fill out forms.>> Thanks Peter: Let me take a moment to crystalize the staggering implications behind the incredible power which the XML/NDS-DigitalMe combination will bring to Novell's table. The XML/NDS-DigitalMe bundle is like a arbitrage stealth bomber which will unbundle ALL attempts by portals and companies to control the dance between information and ALL individual e-commerce action in the IP world. The IP Revolution is ALL about INDIVIDUALS taking control of the keys to the Kingdom. These keys were formerly in the hands of companies, but know they will find a home in the hands of every individual. Remember my comments about ClickByeBye? Well they are avery real and very powerful. Companies will ALL have to line up behind new XML/NDS-DigitalMe standards that will allow individuals to click away from one service to a competing service that offers better value. Currently, the only impediment to moving from one site to another today to buy/sell anything is the time and energy to fill out various forms in different ways which invariably force me to give up important pieces of my digital identity. With DigitalMe those important pieces will be MINE to safeguard, MINE to use, MINE to take action with, but ONLY when I have made the decision to switch my buying/selling relationships. If one e-commerce broker pisses me off I want to be able to ClickByeBye to another competitor. Perhaps only for a portion of my net worth or perhaps for ALL of my net worth. What so interesting is that the first stages entire world of e-commerce has been built using Old Business model principals: "we have it, they don't, so they gotta come to us." Well as we have seen with Amazon.com this model invalidates itself when the first competitor comes to market. So Bezos has to crash other parties - CDs, Tapes, Videos, whatever...... This is virtual crash & burn, dog eat dog. The same principals of Old Business kill or be killed jungle business warfare are at work. Target, take, spoil, control, build. Target, take, spoil, control, build. The only difference today is that there is this "new" giant virtual sucking energy of quid pro quo FREE - giving away something for FREE (information, ideas, products and services) - as a requirement to do business in the online world. The problem will FREE today is that it's being used by Old Business model companies to hook and massage individuals into commerce paradigms that require some form of power and control. I define this as quid pro quo FREE. As we have seen with Amazon.com and now Buy.com, the problem with quid pro quo FREE is that it ends up eating itself alive. Momentum and growth is the ONLY thing that defines success or failure. Just to stay alive, these companies need to keep adding customers and continue creating a growing massive tornado of distruction which forces ALL companies to embrace e-commerce and the Internet or simply DIE. The Amazon.com wave started Wave 2 - e-commerce - but now - thanks to Novell's NDS-DigitalMe and XML - there is a Tsunami heading in the completely opposite direction: INDIVIDUAL POWER AND CONTROL OF INFORMATION. Individuals, NOT Jeff Besos, made Amazon.com into what it is. The only force that has the power redefine and perhaps vaporize Amazon.com is INDIVIDUAL control. Amazon.com will have to get a "new website" - XML-fired links to DigitalMe - to survive this next wave - Wave 3 - which will define XML and DigitalMe mapping standards that will allow individuals the freedom to ClickByeBye from one service portal to the next. If anyone is interested in being a developer/player behind ClickByeBye, feel free to contact me for more information. We are building some very interesting technology which will leverage Wave 3 into Wave 4 - the elements and implications of which we are keeping very proprietary right now. In the meantime, I would encourage ALL individuals to "see" and understand the power and implications behind Wave 3. This is a Tsunami which will make the Amazon.com e-commerce Wave 2 look like tiddlywinks. But be prepared for Wave 4. Wave 4 will blow away Wave 3. ALL companies throughout the world are right in the early stages of being unbundled. E-Commerce consultants are selling Old Business model technology tools into a New World which abhors arrogance, restrictions, power and limitations. Vast money is being made playing to the forces of fear which are driving the forces of power into a mad scramble to simply retain what they have, not miss out on the future in the hopes they they will be able to grow and adapt to change. Microsoft, Cisco and the majority of enterprise software and hardware vendors are basing their entire technology development paradigms on the beleif that companies, not individuals, will control this power. Fine, let them spread their virtual peakcock feathers and strut around all they want and let their stocks continue to fly higher. But the tools and keys to the virtual Kingdom will will not be found inside a Cisco router or Windows2000. The tools to the virtual Kingdom will be rest with "us", not with these Old Wizards of Redmond or Silicon Valley. My company, Smart Bandwidth, LLC was formed to focus like a lasar on power and control issues that interplay between providers of value and services and the receiver of value and services. I define "Smart Bandwidth" as anything inside the capacity of wireline, Internet, Broadband or Wireless world which enables individuals to have maximum leverage, power and control over their day to day choices involving competing products and services. We have chosen Novell because we believe NDS, DigitalMe and other related Directory-centric technologies will enable this trend to unfold more rapidly than competing platforms which are less open and more proprietary. The only reason why the world supports Bill Gates' $90+ billion dollar net worth is that BIG companies are still benefitting from the power and leverage behind Old Wave 1 - the basic PC/Internet/Website wave - and parts of Wave 2 - e-commerce. The jury is still out on whether Windows will even survive the wreckage of Wave 2 - the birth of e-commerce. Sun, Cisco, Novell and others are have done quite well. And now Wave 3 - the birth of individual control - is right upon us. The central difference behind Wave 2 and Wave 3 is that Wave 2 does not put any faith or trust in the value of long term personal relationships BETWEEN individuals. Wave 3 is all about the growth and development of community: individual-centric networks consisting of people helping people within neighborhoods, communities, regions which will evolve, grow and extend throughout the world. Wave 3 is all about "service" not "business" - i.e. helping others, being "of serice" to others. Wave 3 abhors power and control and will make quid pro quo obsolete. Wave 3 fully fuses the power of ONE with the Power of FREE - freedom for individuals to chose, buy and sell - unconditionally - without quid pro quo hooks and controls. The "Gotta Come to Me" gotcha games are soon to end. I fully expect Novell to lead this IP Revolution and it's good to see Novell on the rise again. GO!!