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


To: vestor who wrote (29000)11/17/1999 9:12:00 AM
From: DJBEINO  Read Replies (1) | Respond to of 42771
 
COMDEX '99 Coverage: Interview with Eric Schmidt, CEO of NOVL (MSFT)
From: C R Nasmythe
Date: 16 Nov 1999
Time: 15:28:26
Remote Name: 209.224.198.11

Comments
NOVL mainly known for its NetWare OS which helps businesses, but today NOVL announced NDS directory services today

Schmidt says last week's BAC downgrade based on old news; NOVL made executive changes and changes in focus

NOVL culled their marketing dept to get the right talent focus on e-commerce and e-business solutions; NOVL making transformation from networking infrastructure to business solutions company

Directories arrange resources in a network; once you arrange things you can build linkages together over the Internet

With new set of products NOVL should end up with good portion of e-commerce infrastructure

Majority of application vendors will endorse operate with platforms NOVL is building for them; existing customers want to link with partners and customers over internet

Schmidt says MSFT directory component of Windows 2000 not going to be competitive

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