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

To: Don Hurst who wrote (28763)	10/29/1999 4:32:00 PM
From: EPS	Read Replies (2) \| Respond to of 42771

Don, "I wish Eric and Novell would forget about this Digital Me stuff and spend their time pumping and improving ICS so that the market would understand that they are in the same game as Inktomi and Akamai!!!" THEY SHOULD IMPROVE AND PUMP BOTH DIGITALME AND ICS! You must have noticed their alliance with AKAMAI. At any rate I've been following the caching story from the beginning..it is clear that ICS is going to be a major source of revenue for NOVL. (Anyone that feels that INKT is overvalued should look at AKAM!!!) Regards Victor

To: Don Hurst who wrote (28763)	10/30/1999 11:35:00 AM
From: Scott C. Lemon	Respond to of 42771

Hello Don, > I wish Eric and Novell would forget about this Digital Me stuff and > spend their time pumping and improving ICS so that the market would > understand that they are in the same game as Inktomi and Akamai!!! I agree that ICS and "caching" ... or what I call "object routing" ... need to have a greater focus. Other people in the industry are far ahead of Novell in this area ... maybe not raw performance, but the applications layered on top. It is important to understand, however, that Novell is in the same game as Inktomi (although Inktomi appears to have a much better mindshare at this point), but is in a very different market than Akamai ... Akamai is actually building and owning an "object routing" infrastructure in the Internet. It will be built using the "object routers" from vendors such as Inktomi, and possibly Novell. A whole new market of these players has emerged and is solidifying quickly - InterVU, Globix, RealBroadcastNetwork, Akamai, Sandpiper, etc. These are the new "networks above the networks" ... the "object routers" above the "packet routed" networks. I agree that Novell needs some big visible wins in this area ... Scott C. Lemon