Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ghassan I. Ghandour who wrote (30602)	3/3/2000 9:25:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

CNN site featured as case study at Brainshare The BrainShare team wanted to alert you that the following session has been added. RW101 - Utilizing NDS eDirectory for Personalizing Web Content: CNN Interactive Case Study Speaker: Duane Bourgeois, Systems Engineering Manager, Novell, Inc. Topic: Real World Case Studies Level: Intermediate Length: 1 hour, 15 minutes Wed 2:15pm, Ballroom F Thu 12:00pm, Ballroom F This session will explain how CNN is utilizing Novell Directory Services (NDS) eDirectory to enable the personalization of their web content. The focus of the session will be understanding the "personalization problem" and implementing eDirectory as the solution. Participants will understand the characteristics and metrics CNN requires of a personalization solution and how eDirectory handles the load. To get the most out of this session, participants should have a working knowledge of web serving technologies and IP routing/firewall techniques. ======================== Seems to me they responding to the marketplace with this one.

To: Ghassan I. Ghandour who wrote (30602)	3/4/2000 1:41:00 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Getting back to the true discussion -- some thoughts on Novell near term and longer out... I am not sure that this year's annual BrainShare conference (starting March 25) will bring the usual 15-20% pop it has in the past. What drove Novell to it's recent highs was the expectation of higher earnings with faster growth. I don't think "press releases" et al are going to cut it anymore. I do agree there is a "comfort zone" with the stock between $31-34 range. Any move past $35 will gain momentum and push the stock closer to $40. By that time, it will be earnings time again. For Novell to post good numbers, it will need a larger gain from Internet Caching sales and current NDS apps (ZENworks, NDPS) as well as a good showing for new products like ZENworks for Networks and Servers. Novell must also either off-set the lagging NetWare sales with more NDS apps or refocus their efforts on keeping NetWare sales higher for a little while longer. I understand they are moving to the Directory as the center of their world and not the OS but Wall Street doesn't see it that way -- yet. What hurt Novell this past quarter was the low numbers on NetWare sales and LOWER numbers on directory-based software and hence the sharply lower revenue numbers. Then again it could be just the Y2K after-effects... Still, this is very short term - longer out, Novell will get a large boost when products such as DirXML and eGuide are released. DirXML is a meta-directory solution which has many applications in the integration of disparate information stored in more than a few different "directories". It is the solution MSFT is selling - don't import the info, synchronize with it. Novell will have it's own product to do just that... eGuide will be interesting not so much in the revenues it will generate but it's the first product that leverages NDS to benefit the "end-user". It's not for the IT/MIS people at all -- could be the first step in Paul's desire to see a pure consumer product. There are a few other things I'd love to talk about but perhaps later.... :) Peter J Strifas