Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: PJ Strifas who wrote (28077)	9/13/1999 12:52:00 AM
From: Scott C. Lemon	Respond to of 42771

Hello PJ, > ps - you have any links to material for "object" routing on the web > which you find to be well worth the time? Any good books? This is > routing above the Transport-Session layer or at these layers and > above? I'm very curious :) I don't know of any published books or papers ... just my own research. While at Novell I wrote several papers that I had on my internal web site, and I presented the concepts numerous times in my presentations on caching technologies. To me, it has been obvious for quite some time that session based communications are going to be required to break the "Layer 4" barrier. In all reality, a "Layer 4" switch is really a Layer 3 switch which "peeks" into packs to try and learn more. To truly move beyond Layer 4 requires connection oriented communications ... especially across multi-hop/multi-router paths. And so this leads to the routing of whole objects between object routers ... There are a number of Internet gurus that I have been discussing this with, and there is some related research in hierarchical cache networks on the NLANR web site. (Http://www.nlanr.net) I'm going to be meeting with some folks at George Gilders conference to brainstorm on this some more. But what you are seeing with Akamai, Sandpiper, InterVU, and RBN (Real Broadcast Network) are just the beginning ... ;-) Scott C. Lemon

To: PJ Strifas who wrote (28077)	9/13/1999 4:31:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

There's an interesting article over at ZDNET with a quote from Novell: Meanwhile, Novell appears to be backpedaling from previous statements about its 64-bit strategy. Until recently, the company had talked up a 64-bit NetWare release, code-named Modesto. But now, a Novell spokesman says the company believes customers don?t really need a 64-bit print server. ?We initially said we?d have a full 64-bit OS,? the spokesman concedes. ?Now, we?re adopting more of an appliance approach. We?ll come out with a 64-bit caching server, a 64-bit directory server ... ultimately, we?ll have all of the components of a 64-bit OS.? Sounds interesting...I wonder how this is going to be perceived by the market. Will The Street think it's "forward-looking" or "can't compete, throw in the towel"? For what its worth, Novell needs to make it's stance VERY clear to everyone especially it's investors. The last thing we need is for someone to begin misreading this quote and stirring the pot some. Just for the record, I'd say this strategy plays into their stated "directory-centric" revenue growth and a moving away from the server model. Opinions?