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

To: EPS who wrote (28149)	9/16/1999 12:09:00 PM
From: Don Hurst	Respond to of 42771

Victor, "Caching is a new line of business for NOVL, for what we know it is fast becoming a major source of revenues and NOVL is partnering with CPQ, DELL, NEC, IBM..eventually this will be reflected in the market's valuation of NOVL.." Caching is a new line of business for everyone including Inktomi. Apparently the Market values Inktomi's products, partners and chances better then Novell's and I would venture that Novell's partners certainly are well known. Maybe the market needs to start recognizing Novell as the Cisco of the internet software infrastructure world instead of a just another MSFT competitor. I think that may be one reason why companies like Novell have advertising budgets. I never see MSFT mentioned as an Inktomi competitor; not yet that is. Regards, Don