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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Scott C. Lemon who wrote (2912)	2/23/2000 11:44:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 5853

Hello all, On a related, but different, issue ... I was curious about people's reactions to comments in the latest newsletter about the "storewidth paradigm" that George is now presenting. Any comments? For quite some time now I have been doing my own research in this area, one that I have always called "object routing", and to me this is a very "common sense" evolution of Internet architecture. It was fun at the Telecosm conference to ask several different speakers during Q&A about "caching" importance in their infrastructure ... both Milo (from @Home) and the network architect from AOL agreed that their networks would be buried today without the use of proxy/cache servers ... or "object routers" ... He mentions a number of companies that are all in the space of providing proxy/cache infrastructure components ... MirrorImage, Akamai, Network Appliance, Inktomi, and others ... but then failed to include one his newest additions - Novell! I'm trying to figure out if the management of Novell doesn't know how to communicate their position to George, or if he feels that their product doesn't fit in the same class. Novell seems to think it fits quite well, and compares favorably to products from all of their competitors ... they even have some price/performance comparisons available: novell.com and more directly: novell.com and then: novell.com developer.novell.com developer.novell.com So what is demonstrated is that Novell has an extremely competitive offering that far out performs the competition at a much more attractive price. What I can't figure out is why George devoted a good part of the newsletter to this specific area of technology where Novell has so much expertise, and strategic partners - Compaq, Dell, IBM, and other have licensed this technology to resell on their own hardware. Is it that Novell doesn't know how to communicate their core value and products? Or that George just isn't aware of how Novell fits into his paradigm? If the sales of proxy/cache hardware is going to grow so quickly (which I really believe we are seeing) then does Novell stand to benefit from this growing market? (With or without their directory technologies ...) What do people think? (P.S. Packet routing is ok, but object routing adds orders of magnitude more value to the information ... IMHO) Scott C. Lemon