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

To: Frederick Smart who wrote (30560)	3/2/2000 8:09:00 AM
From: Ellen	Read Replies (1) \| Respond to of 42771

I respectfully disagree with your thoughts and venture to say that B2B infrastructure is more than just a short term 'rage' in my opinion. One look at the direction and course of the Dow Jones Industrial Average this year should give everyone a clear indication that this process from Old to New is rapidly underway. Of course. Absolutely. It's very clear. Novell's technology is the perfect infrastructure to develop apps which can usher in this New World which will be characterized by the decline of traditional companies and the rise in power and influence of individuals and these new communities. Either I'm missing your point here or you yourself don't realize the odd dichotomy in your statement. A few individuals are not, IMHO, going to be at the pinnacle of this 'new economy.' "Novell's technology is the perfect infrastructure" Exactly. --- Sort of an aside, but I'm curious about the 'focus' of some here wanting to see NOVL apps on the Palm Pilot. No discussion of the bigger cell phone or smart phone market...? It wouldn't surprise me at all to see the Palm go the way of the Newton. Smart phones and internet appliances are where the focus should be, IMHO.

To: Frederick Smart who wrote (30560)	3/2/2000 6:21:00 PM
From: Pete Mimmack	Read Replies (2) \| Respond to of 42771

Business and Service Fred - your post included: "Novell has a choice. Lock down and try to benefit short term from this B2B FREE lunch. Or open up and begin generating the food for this next growth phase: TRUST. For "B" - ie. "business" - will be replaced by "S" - ie. service." Do you really believe it's a black and white dichotomy? The world generally comes in shades and hues. Businesses that provide no service, merely product, are rare. Customers generally migrate to ones that provide more services. Even internally, a business is fundamentally a group of people working together. The corporate entity needs to provide high-quality service to its employees, or they'll seek employment elsewhere. So B2B energy is not necessarily a dead-end, but a step along the way. It may not fit your "pure individual" model, but that model is certainly not the only one in existence (and certainly not the dominant one currently). So the question is, how might we get there, if that's where we're going? How about B2B software that is based on the Service model, e.g. Net Services? Looks to me like Novell gets it, and even PC Week recognizes that they get it: "At a high level, choosing between Active Directory and NDS is choosing between an application and a service. Active Directory is an application, fully reliant on Windows 2000, while NDS is a service that becomes a fundamental building block alongside the operating system." zdnet.com Seems to me that Service is already an important part of what Novell is building and selling, even at the architectural level. The message certainly isn't crystal-clear and widely-recognized yet, but it's in there. And one might argue that basing the B2B software on it will embed the principle even more deeply in the culture than trying to do an "end-around" with a pure-individual or -consumer model. But I'll leave that to those of you like to argue ;-). Pete