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

To: PJ Strifas who wrote (28011)	9/7/1999 5:26:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

The brighter horizon for Novell --- when end users drive interest in NDS It is really very simple. When Apple computers appeared in the corporation executive suite they did so to run spreadsheets and that woke IBM up into giving us a PC "legitimized" for business use. When NDS appears on everyones agenda it will be because of digitalme. All Novell lacks is the consumer to drive internet acceptance of NDS as the security and directory standard. DigitalMe isn't very far away. ================ If there are any bankers out there, please let me know if you would like to open an identity vault.

To: PJ Strifas who wrote (28011)	9/8/1999 5:20:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

>>How soon before people beginning looking at existing apps and modifying them to become NDS-aware? Would it take the same type of movement that "pushed" CSCO to "support" NDS or do you feel that companies will move to NDS to create a more enhanced version to out-do their competition? I wouldn't expect them to be not too far behind - I do understand that it would be a big move to change the way users can access an applications and data using NDS but...let's face it, ZENworks is already changing people's minds about alot of things. I could see companies distributing Application Object creation wizards with their software that are fine-tuned to the specifics of their application. Imagine that one! Every application having a custom scripting environment for distribution via NDS and ZENworks! I could see that happening - when? I couldn't tell you but wouldn't that be an interesting path for someone at Novell to tackle.>> Peter: Interesting points. You are on the right track. There is a HUGE missing link in Cisco's strategy. Sounds crazy I know, but it's there and it's HUGE.