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

To: Spartex who wrote (28056)	9/10/1999 10:28:00 AM
From: George Papadopoulos	Respond to of 42771

You may need to register...It is a 4 page report on Novell FREE BROKER RESEARCH REPORT A Novell Idea Novell Systems Inc. (NOVL) Analysts at CIBC World Markets reiterate Novell's STRONG BUY rating based on Novell's quarterly earnings report. The potential for future growth depends upon Novell's NDS directory technology, according to the analysts. Click here to download the free broker research report. multexinvestor.com

To: Spartex who wrote (28056)	9/10/1999 11:46:00 PM
From: Jack Whitley	Read Replies (1) \| Respond to of 42771

On Wed Sept 8th, I wrote - <<One also can't stress enough that they need to use some of this money to "endow" a team of SMART attorneys for the day some wise guy software company tries to rip them off on NDS. Don't laugh, the day is coming. Novell needs to be able to show that they are always strong enough financially that they can never be defeated by an expensive legal war of attrition. It is their best defense.>> Then I read this posted by Quad-K today - <<Timpanogas Research Group (TRG) announced yesterday its plans for an open source, NDS-compliant directory for Windows NT, Windows 2000 and Linux. This is significant, not only because of the direct impacts it could have on the directory-based world. TRG have a reputation for building bridges between NetWare, Windows and Linux. Despite a "professional" relationship with Novell, TRG have a reputation of developing products which can be used to migrate away from Novell. It would seem that, this time, the company is turning its sights towards Microsoft.>> Isn't the Timpanogas Research Group the engineers who left Novell and were sued by Novell for taking Novell intellectual property? Who could be backing them in this endeavor? It has taken Novell years and millions of dollars to develop NDS technology, so its obviously expensive research and development. Many other stalwart companies with very deep pockets have tried and failed to produce a robust directory, it is not easy. So Timpanogas Research Group is going to write an "NDS compliant" directory from scratch for Windows 2000? How can TRG do it so fast if it took Novell years to get to the level of directory performance they currently enjoy? jww