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

To: EPS who wrote (27310)	7/4/1999 2:59:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Hello Victor! To make an estimation on what this means to Novell's bottom line we'd really need to know more about just what Novell and Cisco are cooking up. If this is a bundling deal where NDS is going out with every piece of Cisco hardware, this could be Novell's way of "seeding the market" even further. If companies like Cisco, Lucent, CPQ and DELL are spreading NDS throughout the world I should think it's momumental. I don't forsee Novell gaining a "new revenue stream" from this deal though -- perhaps there will be an indirect revenue stream which would mean that Cisco customers with NDS in their network may look to expand the role of NDS within their companies. This would lead to new and improved ZENs or perhaps a stronger committment from Cisco to NDS tools. This also makes a neat prelude into Novell's K-2 product (the enhancement to ManageWise and ZENworks) that looks to encompass the entire network management arena into the realm of NDS. By the end of this year, Novell will boast these names above as being part of the K-2 product lending their support much like HP and Xerox did to Enterprise Printing and NDPS. This means more companies will be looking to NDS to manage everything on their network. This is a very good path for Novell to follow. Getting people "hooked" on to NDS will mean more to Novell than actual products selling RIGHT NOW. Just look at MSFT. Their entire success is leveraged upon people THINKING they NEED Microsoft products. If Novell can take a page from that book and unite that with their technology....well, then I'd be VERY optimistic about Novell going to $50 :) Let's dig and see what we can find out about Novell and Cisco and how this affects everyone else. I still see this as BIG NEWS. PJ Strifas