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


To: Frederick Smart who wrote (30278)2/12/2000 9:28:00 AM
From: George Papadopoulos  Respond to of 42771
 
>I really believe we are on the threshold where "companies" will gradually become more and more redundant. I don't mean there're going to go away, but I do think they will have to acquire/take on more and more of the fluid trappings of "community" while exhibiting in their ACTIONS the values of service which are driving the net.

Fred, I am starting to get it. I am attending an investment adviser conference in San Diego and one of the spekers yesterday was a very influential person of our community who laid out for us his vision of the future.

One main aspect was that companies will cease to be run on behalf of shareholders and instead start being run on behalf of consumers/individuals...He compared the Internet stock mania to people thinking that thsese companies are being run on behalf of shareholders when they are actually are being run on behalf of consumers/individuals...

Well, then he went on and laid out for us some other wild ideas...like mutual funds are in their final legs, he sees investment advisers paying for instant buy/sell recommendations instead of sending money to mutual funds that lay another expense to the investor and likely undeperforming the "market"...

Later, he sees the vanishment of stocks and stock exchanges. Instead, he see companies posting their funding requirements on the Internet for investors to bid on...

The pace of change is incredible. The theme of the conference was if you are not prepared to change, you are roadkill.

Both Wagoner and Landis, tech stock mutual managers, will not touch any PC stocks anymore because they are both convinced the PC era is over. Every other word they mentioned was wireless.

I would like to see Novell somehow get into the wireless arena and focus away from the enterprise and instead on the users. Regardless, this company IMHO I believe will make us tons of money.

FWIW

George



To: Frederick Smart who wrote (30278)2/12/2000 11:45:00 AM
From: waldemar cyranski  Respond to of 42771
 
Welcome back, F.S.........in an almost perfect world , you,Strifas,Lemon,Fiondella,Toy, & Quad would be teaching grad.level programs at Harvard, NYC, Stanford & Michigan !!!!!!



To: Frederick Smart who wrote (30278)2/14/2000 10:03:00 AM
From: PJ Strifas  Read Replies (1) | Respond to of 42771
 
With DigitalMe and InstantMe - I feel this article can shed some light on the relevance of "being connected". Having managed teams in a virtual environment for a large online service provider - I already know and understand the power of Instant Messaging - let's see if Novell can find a way to articulate it to Corporate America (we need a new term for the global nature of business today...)

I included the second article not so much for it's content but rather for the list of services that can be provided from a full service IM client (and don't think IM within the PC - extend it to wireless devices - PDA's and Internet-ready cell phones). This space is prime for explosion....

Regards,
Peter J Strifas
-----------------
IM, I Said (How Instant Messaging Can Boost Your Business)
URL: chkpt.zdnet.com

Jesse Berst, Editorial DirectorZDNet AnchorDesk
Monday, February 14, 2000

Like most twenty-something single women, Managing Editor Nicci Noteboom has an active social life. So when she came to me touting the virtues of instant messaging, I was skeptical. I thought she was looking for a creative way to justify her favorite hobby (gossip).

However, if used properly, instant messaging can play a vital role in office communications. Instant messaging (IM) refers to short, text notes sent instantaneously
from one computer to another over the Internet. By creating "Buddy Lists," you can see when friends or co-workers are online and available to IM.

A hybrid of chat and email, if you will. IM is poised to become the backbone for a huge range of new services on various platforms, including cell phones and PDAs. AOL alone sends 600 million instant messages a day (compared with a 110 million emails).

The IM revolution is slowly creeping into the workplace. A recent ComputerWorld survey revealed 17% of U.S. corporations utilize instant messaging. Ferris Research predicts two-thirds of corporate email users will use IM regularly in five years.

To be sure, the category still has its problems. Most notably, the number one IM provider, AOL, blocks out other messengers, making it hard to create a service that can reach anyone,anywhere. Click for more. But you don't have to wait out this standards fight.

Use IM now for:
Communicating with clients on the fly: For example, PlexxNet's Patient LogPad lets patients communicate instantly with their doctors. The device is in trials right now, but look for others to follow its lead.

Enhanced customer service: Several companies offer IM-based online help.

Passing Notes: As IM moves to cell phones and wireless handhelds, it will become the ultimate way to pass notes. For instance, quickly (and subtly) send your co-worker
a reminder to bring up a specific point, figure, etc.

Virtual Office: IM started as a way to track which "buddies" were online. Today, some companies use it to assemble virtual teams from locations around the globe.

HOW TO CREATE A VIRTUAL OFFICE
If you're ready to dive into the IM revolution, PC Magazine recently reviewed six IM clients with business users in mind. These offer extra bells and whistles and more security
than most free services. Editors' Choice nods went to:

Tribal Voices' PowWow: This tool got praise because it's free and works with both AOL and Microsoft's clients. Biz-centric features include the ability to collaborate using a virtual whiteboard, transfer files and take users on Web tours.

Lotus SameTime: Nothing comes close to matching this tool's integration, administrative control and extensibility. Along with basic IM functions, you can group chat, create
threaded discussions and share apps via the Internet or an intranet. FYI -- You don't need to run Lotus Notes or Domino to use SameTime.

If you'd rather just wade into IM, PC Computing's Peter Deegan can walk you through creation of a simpler (and free) virtual office. Here are the basics:

Create a contact list (a.k.a. buddy list) of employees. Secure your contact list. With a few clicks, most clients block out unauthorized users and hide your IP address. Remind users to log on. Your virtual office is useless if people don't launch the IM client. Consider adding
it to the Start Up menus.

-----------------------------------------------------------
Exerpt from article on MSFT vs AOL Instant messaging wars

...because instant messaging could become the backbone for a huge range of new services on a wide range of new platforms. Consider how instant, real-time communication could combine elements of services that exist today in various forms, such as:

Conference calling
Stock alerts
Paging
Security alerts
Cell phones
Emergency notification
Intercom
Two-way and CB radio
Chat boards
Inventory alerts
Walkie-talkie

Then consider all the places these combined services might appear:

Desktop computers
Set-top boxes and Net TVs
Pagers
Wireless handhelds
Smart phones
Future Internet appliances