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

To: Spartex who wrote (28295)	10/2/1999 2:21:00 AM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello Quad-K, Just got back in from a week+ on the road ... > You are right, the NOVL announcement didn't mention an equity > investment, but does that mean NOVL won't invest in Akamai? Don't know ... I'm not sure why they didn't ... but then this would be like betting on one hardware appliance vendor for ICS. They have been signing them up one by one ... big to small ... there are 4-6 vendors now selling Novell ICS (a.k.a. BorderManager) including Compaq, Dell, IBM, NEC, and a couple more smaller guys ... maybe they are going to partner with several of the content routing vendors ... > I have no idea, but have NOVL and MSFT ever put seed money in the > same private company? I'm curious about these dynamics =;-) ;-) Don't know if it's been done before! ;-) > Nonetheless I would think NOVL management sees the same thing in > Akamai's value that MSFT does. Otherwise either my understanding of > Eric Schmidt and his team's vision is incorrect, or they have other > private companies (priorities) on their venture investment list. I think that it appears to be an inevitable growth area in the Internet. At the conference that I was just at, both AOL and Excite@Home Network Architects acknowledged the importance of caching in their networks. They explained that their users would bring the network to it's knees without caching. Both companies are rolling out extensive caching projects ... Scott C. Lemon