Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Loring who wrote (29234)	12/6/1999 3:13:00 PM
From: Roads End	Read Replies (1) \| Respond to of 42771

Loring..Either strategy will work but the strategy Eric should take to unlock shareholder value is to spin out an E-commerce B2B tracking stock. It is just to hard to recreate an image once it has been imprinted in the market's mind for so long. The image is one of an also-ran and MSFT want to be. Not good. Steve

To: Loring who wrote (29234)	12/7/1999 11:04:00 AM
From: Scott C. Lemon	Respond to of 42771

Hello Loring, Just an opinion ... > 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 can think of one winning strategy here, but to accept it you have to believe that the volumes of caches that will be installed around the world is going to be huge ... I do. I think that people will begin to realize that proxy/caches form the foundation of object routing ... and that means that the numbers of caches could grow to equal current packet routing numbers ... If this is true, then Inktomi starts to seed the market with the knowledge and several key installations of caching infrastructure. More people become educated about the value of caching, and decide to look into caching, and the choices of products. The caching OEM products that Novell has provided through it's partners are the most cost-effective caches in the world right now, and extremely high-performance ... and offered by many of the "big names" that consumers and administrators are already familiar with. I do believe there is enough business as the Internet world wakes up to the value of caches ... Scott C. Lemon