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

To: PJ Strifas who wrote (29161)	11/30/1999 12:23:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello PJ, > It's hard to tell what they mean by a ZEN. They explain a ZEN as > anything directory-enabled which makes managing your network > easier. I'm paraphrasing of course :) I guess that we could do a bunch of "guessing" all day and night ... but the bottom line is that, IMHO, Novell is going to point at anything that moves and claim it to be a ZEN ... they need ten, and they will find them. I'll again speculate that they will even start to pick service packs or service pack components and say they are a ZEN ... anything that moves. IMHO, the real delivery of ten new initiatives seems to have fallen by the wayside ... now it's simply a scramble to deliver on the promise of "ten" somethings ... What disappoints me is that the real innovative ideas in the company, that, IMHO, have the ability to truly make Novell shine in the Internet world, are destroyed by politics and politicians inside the company. I would love to see things change, and I still see numerous ways that Novell could succeed ... but the employees in key places have to think of the company ... not themselves. It's not about someone getting credit for their idea ... it's about seeing the right ideas completed as products and out to market ... building a foundation for future products and development. It not about "doing what the customer asks for" (Did anyone else read the Metcalf article in MIT Tech Journal?) but instead delivering the right solution which fits into a strategy, and encompasses the customers needs. It's also about some amount of risk ... something which a lot of employees are just to chicken to take ... IMHO. ;-) Scott C. Lemon

To: PJ Strifas who wrote (29161)	12/10/1999 10:45:00 PM
From: Jack Whitley	Respond to of 42771

<<Seems to me Novell is short by a couple of products at this time unless there's something I've missed or not heard about. Or any of these products I've listed are part of that 10 ZENs.>> What about I-Chain and Netware 5.1 (quite a few new features bundled in there). Do they qualify as ZENs? Is E-directory a ZEN ? Also, I agree with Paul, the Alta Vista adoption of NDS for their instant messaging is huge. I would nominate that instant messaging platform based on NDS a "battlefield" ZEN. jww