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


To: Scott C. Lemon who wrote (29142)11/26/1999 12:50:00 PM
From: Spartex  Read Replies (2) | Respond to of 42771
 
Hi Scott--

I haven't seen a so-called published list of ZENs, but this is my estimate so far:

Orignal was ZENworks, right?

Then Caching (ICS)
Single Sign On
digitalme

Those are the ones that come to mind off the top of my head. I'd have to wade through previous press releases to maybe find a few others. I believe there are about 5 that still need to be announced over the next few months.

Regards, QuadK

PS: Look at RHAT GO! today-- $216, up $47! How many shares does NOVL own? Thats a 15-bagger investment.



To: Scott C. Lemon who wrote (29142)11/27/1999 11:41:00 AM
From: PJ Strifas  Read Replies (2) | Respond to of 42771
 
Here's a list that I know about which they consider ZENs:

1) Single Sign On
2) DirXML
3) digitalme (?)
4) Virtual Replica
5) NEPS (?)

Beyond that I don't (or can't) remember any others. I don't know if they consider "InstantMe" another ZEN but it will be Directory-enabled and I know you know it's roots in digitalme.

I almost want to put Novell Enterprise Print Services (NEPS) onto this list but some would argue its not new but an upgrade to Novell Distributed Print Services. True but NDPS was and is a FREE product (or enhancement) in NetWare while NEPS will generate revenue (hopefully).

That would still bring the list only half way to the goal of 10 ZENs.

Any other products I've missed?



To: Scott C. Lemon who wrote (29142)11/28/1999 12:55:00 AM
From: Paul Fiondella  Read Replies (2) | Respond to of 42771
 
On the subject of the public or non-public nature of the CC

I was given very straight info about the conference call by Novell. They gave me both the number for the live call and the delayed call. There was absolutely no attempt to "limit" or "cut people out" of the call.

What did happen during the call is that some of the analysts lost the feed and couldn't either hear answers to their questions or hear Eric speak. How that could have been turned into some rumor about the company limiting access is just an example of how rumors do a job on this company!