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

To: Don Hurst who wrote (28856)	11/10/1999 5:50:00 PM
From: EPS	Read Replies (2) \| Respond to of 42771

Hi Don, "this is a good ICS announcement and shows that this product is improving. Now if Eric could only figure out a way to spin it off and IPO it we would see Inkt or Akam prices." In this niche NOVL could become the big gorilla. I don;t know who came up with a figure of 2 bill for the caching market in the next couple of years. Maybe NOVL could take a good chunk of the pot. I'd like to see Eric coming up with a business to business product. Directory enabled applications will be huge in this sphere. I'm also looking/hoping for the New Delhi convergence of digitalme and communication appliances. It is interesting that the new VP Ledbetter seems to have the right background to lead here.. Regards Victor PS "BTW, I am getting a very positive feeling about Novell. This makes me very nervous." Earnings could be much better than expected this quarter ..caching appliances will enter in the calculations for the first time..also one would like to see the licenses for single sign on to contribute $$