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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 (29261)12/9/1999 7:45:00 AM
From: P.M.Freedman  Respond to of 42771
 
cnetinvestor.com



To: Scott C. Lemon who wrote (29261)12/9/1999 7:57:00 AM
From: EPS  Read Replies (1) | Respond to of 42771
 
Hi Scott,

With apparently nothing urgent to discuss here...<ggg> I think it would be interesting to have your perspective on why CSCO is not endorsing NDS.

I know the political stuff and the contracts and yada yada and the issue has been discussed before over and over.. and ..but CSCO is competing with companies like Lucent and Nortel that are already deploying their stuff NDS ready or even bundled..if MAD is so bad wouldn't CSCO be hurt tremendously? On the other hand we know the folks at CSCO are smarter than this and they are dominant in their space..

Maybe you could help me understand what is going on here..

On caching I was disappointed to see that SUN decided to go with INKT although this is not an exclusive arrangement. Why isn't SUN licensing this thing?? What is the strategy here to have ICS only on NT servers?

Oh well..

Regards

Victor

PS the managers here seem to want to have it both ways: one the one hand they *complain* about the high valuations of tech companies and why "slow and steady" is better..on the other hand they are very happy to cash the absurd option benefits that can only be possible because of the incredible valuations...of other companies..Maybe I have to conclude that they believe that NOVL is also overvalued here? I know the MSFT folks (valued at last count at how many bills 200--300--400--500...??) think that way..but NOVL oscillating between 3-->6 bill??



To: Scott C. Lemon who wrote (29261)12/9/1999 8:52:00 AM
From: PJ Strifas  Read Replies (2) | Respond to of 42771
 
Hey Scott - I think you'll like this article. Of particular interest is the information in the last paragraph about an ISP "program" et al.

Peter J Strifas
-----------------
Novell Delivers Directory-Based Internet E-mail System for Enterprise Customers, ISPs/ASPs
12/6/99 11:32:00 AM
Source: PR Newswire

Novell Internet Messaging System (NIMS) Uses NDS eDirectory to Offer Maximum Speed, Reliability and Manageability

Scales to Support Billions of User E-mail Accounts
Allows Users to Select the Client of Their Choice

PROVO, Utah, Dec. 6 /PRNewswire/ -- Novell, Inc. (Nasdaq: NOVL) today announced the availability of Novell(R) Internet Messaging System(TM) (NIMS) 2.1, a highly scalable, standards-based Internet e-mail system that provides maximum speed, reliability and performance. Leveraging Novell's newly announced NDS(R) eDirectory(TM) -- the world's leading directory service that simplifies complex e-business relationships better that any technology on the market -- NIMS provides enterprise customers, Internet Service

Providers (ISPs) and Application Service Providers (ASPs) with a cost-effective Internet e-mail system for hosting and centrally managing millions, or even billions, of user
accounts.

With NIMS, Novell adds to its momentum as the broadest supplier of Web infrastructure products in the market. Beginning with NDS, the leading directory platform, Novell provides customers with a single buying decision for key Web infrastructure services that work together seamlessly in e-business solutions.

Novell solutions enable customers to extend the reach of their existing computer networks across the Internet to employees, customers and supply-chain partners.

"As a rapidly growing ISP, we need to be able to offer an e-mail service that not only meets the needs of our customers, but also lets us easily manage those customers," said Franklin Witter, information services manager for OTBnet, an ISP that services Richland County, Ill., and surrounding areas. "Through its integration with NDS eDirectory, NIMS gives us the power to meet both challenges.

Now, our customers have a fast, reliable and customizable e-mail service, and we have a messaging infrastructure that is manageable and scalable enough to match our current growth and our future potential."

"The release of the Novell Internet Messaging System demonstrates a real awareness of the Internet e-mail marketplace from one of the 'Big Three' of corporate e-mail," said Mark Levitt, research director for International Data Corporation (www.idc.com). "NIMS, combined with the Novell NDS eDirectory strategy, will help Novell to set itself apart in products for the ASP/ASPmarket."

NIMS provides customers with the flexibility to meet the needs and preferences of individual users. Not only are NIMS users able to select the client of their choice, such as Novell GroupWise(R), Microsoft Outlook*, or a standard Web browser, but NIMS also puts many every day administrative tasks into the hands of users -- while still maintaining central management and control through NDS eDirectory.

This flexibility reduces the workload on system administrators, dramatically lowers administration costs and allows users to send and receive e-mail according to their personal preferences.

"Implementing NIMS as a corporate-wide e-mail system will save Hellmann Worldwide Logistics more than $6 million," said Chip DiComo, network manager for Hellmann Worldwide Logistics Inc., a global freight forwarder with offices on five continents. "After looking at a pure Lotus Notes* e-mail environment, we decided to implement NIMS because it's based on open standards and, more importantly, because it will leverage our current investment in NDS eDirectory. The resulting cost savings will be enormous."

Messaging for Hosted or Enterprise Environments First released to the education market in August 1999, Novell Internet Messaging System is now available to enterprise customers, as well as ISPs and ASPs that want to host a fast and reliable e-mail service. Because it is based on NDS eDirectory, NIMS is able to scale to and effectively manage millions, or even billions, of user e-mail accounts. Today NIMS is available on NetWare(R), with support for NT, Solaris* and Linux planned for next year.

Some of the key features available to NIMS users include:
-- Unsolicited Bulk E-mail (UBE) Protection -- Users can block unwanted spam e-mail
-- Mail Proxy -- Users can retrieve e-mail from other standards-based accounts, such as Novell GroupWise, Eudora World Mail Server* 2.0 and Microsoft Exchange Internet Mail
Service
-- User Self-administration -- Administrative tasks such as password change, forwarding and auto reply rules, colors, language preference, etc. can be performed by users without
the help of administrators
-- Web Mail -- Users can access their mailboxes from any standard Web browser
-- Web-based Management -- All system administration can be done over the Web using any standard browser
-- Extensive Standards Support -- Support for Internet protocols such as Post Office Protocol 3 (POP), Internet Mail Access Protocol 4 (IMAP), Lightweight Directory Access
Protocol (LDAP) and Secure Sockets Layer (SSL).

A demonstration of the messaging capabilities of NIMS and NDS eDirectory can be viewed by going to the MyRealBox(SM) Web site (http://www.myrealbox.com), a Novell-sponsored Web site based on these technologies, which offers a product showcase for NIMS.

Availability and Pricing
Novell Internet Messaging System 2.1 is available to enterprise customers today through any authorized Novell reseller, by calling Novell's Customer Response Center at 888-321-4272 or by going to shop.novell.com.
Enterprise customers can purchase NIMS for SRP $20 per user. NIMS is also available today to ISPs/ASPs that are part of Novell's Internet Commercial Service Provider (ICSP) program. Companies interested in learning more about the ICSP program can inquire via e-mail to acnameth@novell.com