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


To: Don Hurst who wrote (29233)12/6/1999 2:52:00 PM
From: Loring  Read Replies (2) | Respond to of 42771
 
Which do you think is the better distribution strategy for caching products....Inkotomi's model or Eric's through the OEMs? Is there enough business for both to compete utilizing different models?

I'd like your opinion. thanks.



To: Don Hurst who wrote (29233)12/6/1999 4:14:00 PM
From: Paul Fiondella  Read Replies (1) | Respond to of 42771
 
You too huh

If you look back at the discussions of digitalme (which you probably will not do because you are intellectually lazy), you will find that I see the product as providing individuals with a secure digital identity for the purposes of ecommerce.

Novell has executed quite successfully with its e-directory technology and hopefully this will be the basis of more contracts. In particular I would like to see Novell consulting go after GM's big push to integrate all of its suppliers with a system that operates over the internet.

So if you see Eric in the men's room and he looks like he is unfocused, try focusing him on GM. That is real money for directory technology.