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

To: Steve Fancy who wrote (27885)	8/25/1999 6:08:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Interesting quote here... "The problem of success is making sure people (within Microsoft) maintain that innovation," Gates said. "You don't let somebody come along like we did and change the rules of the game." I guess MSFT will fight to the death to maintain its position in the computer industry. Peter J Strifas

To: Steve Fancy who wrote (27885)	8/25/1999 9:22:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Windows delays are just what I want to read about By the way Dell has picked up on the digitalme phenomena as in ichain and business to business transactions. "Citing his own Round Rock, Texas-based company as an example, he said firms that use the Internet can reduce transaction costs and speed up time-to-market for products. Dell, the No. 1 direct seller of PCs, provides its corporate customers and suppliers with access to inventory information online. Dell has a system it calls "valuechain.dell.com" that provides suppliers with secure access to its inventory data, giving them "a direct view into the manufacturing process," Dell said. Such systems brings "a dramatic reduction in the cost of transactions and the costs of interactions" between businesses, he said." So you see that here Novell has NDS which gives companies a secure access to other companies information and DELL has probably built a proprietary system to do the same thing. That is why digitalme is so crucial. You have to build momentum behind a way of doing things. People have to want a digitalme experience, not some other kind of experience with some cranky proprietary product that differs from custoemr to customer.