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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: stan s. who wrote (53896)	12/30/1999 11:10:00 AM
From: 2MAR$	Respond to of 108040

ITRA---->poppo!LOL!

To: stan s. who wrote (53896)	12/30/1999 11:17:00 AM
From: Glenn Petersen	Read Replies (1) \| Respond to of 108040

Regards Harmon and NOVL, there is no rumor out there; just conjecture on my part. NOVL is an underappreciated Internet infrastructure play (Toshiba, Dell, Compaq and IBM, amongst others, use NOVL's caching technology) and they are heavily committed to the Open Source movement. Harmon has already indicated that his year 2000 picks will be B2B oriented. Witness his SCOC pick, which may have appeared to come out of left field. NOVL sold Unix to SCOC some years ago. I am rambling, but I think that I have properly read the tea leaves. Even if he does not select it, NOVL is a hell of a bargain.