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

To: PJ Strifas who wrote (30677)	3/9/2000 10:01:00 PM
From: harmonaronson	Read Replies (1) \| Respond to of 42771

How can a company with so much potential have such a boring stock performance?

To: PJ Strifas who wrote (30677)	3/10/2000 3:43:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 42771

Novell ships eDirectory for Win2k, claims sales victory Posted 10/03/2000 8:40am by Graham Lea (The Register ) Novell has started shipping NDS eDirectory for Windows 2000, and is offering a free 100-user licence to those who acquire Windows 2000 before mid-May. It is charging $2 per user for additional licences - the same as for running with other platforms. This gives users an alternative to Active Directory, and allows users with networks containing non-Windows 2000 machines to manage them from a single point. A related product in beta testing is the migration and management tool that should make it easier for users to switch to NDS. Novell seems to be somewhat laid back about not having this ready earlier, but says it hasn't seen many organisations using Windows 2000 server yet. The DirXML product should be shipped later this year, although it is already available for NT, Solaris and NetWare. Linux and Tru64 versions are also expected later this year. Another reason for the delay may well be that Novell wanted to be sure that there were no last minute changes in the shipping version of Windows 2000 that might interfere with its product. Novell also said last night that IDC will release next month data that shows that "NetWare outperformed all the competition including Windows NT for all recorded node shipments last year" and that Novell's market share "increase[d] from 50 per cent in 1998 to 55 per cent in 1999". So far as the number of nodes per licence, IDC will apparently say that NetWare does 84 per cent better than NT, with an average of 35 nodes per licence, compared with 19 nodes per licence for NT. Last year the network operating system market grew 8 percent in licences and 13 percent in nodes, according to IDC. Novell has also just got around to announcing that in the IPCache Web Cache Bake-off [really] in January, the company's Internet Caching System (ICS) received "top honours" and "the highest performance and scalability levels ever obtained" - but to be fair, this was only the second bake-off. ICS, on Intel only, is sold through OEMs, and Novell says it can be fitted in ten minutes in any Web environment. The fastest response time for an Internet request was 0.04 seconds, with ICS running on OCD's Stratacache. Collaborative Research estimates that the caching market will reach $2 billion in 2002, and that caching appliances will have 80 percent of the market. ©

To: PJ Strifas who wrote (30677)	3/11/2000 12:43:00 PM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 42771

Hello PJ, > Here's something a company is putting together. Check out > buzzcompany.com Yep ... these sites are popping up everywhere. It's all about communities ... and I think that some people at Novell have finally woke up and figured this out. I had hoped to make Novell an "arms supplier" to communities by providing a very powerful set of software which allowed for the easy creation of communities of people, and communications tools ... built on NDS. I remember being told to "shutup" and stop talking about communities ... I was told not to mention it anymore ... ;-) But it's a core element of the evolved human race ... so I believe it is core to the Internet ... I still believe that this is a viable market space, but it's getting crowded now. If you look at the industry, I have found 6-8 new companies with a focus on providing the infrastructure and tools for associations and communities to easily be formed. I know that there are more that I haven't found yet ... > Novell needs to get the ball rolling on it's community > products and services. They may be missing a HUGE > opportunity to gain a leadership position in the next > wave of the Internet. I agree ... > If Novell were to develop a product and/or services > platform for their current Corporate customers to > transform their market into e-communities - this company > could really FLY. Yep ... I agree completely. IMHO, the way to do this is to immediately enable their existing customer base with a set of tools that reveal the power of the directory to the end-users (See Jimmy's rules!) ... eGuide is a very good example of this direction ... this is for corporate and educational customers. Then also provide the "outsourced" site similar to MyRealBox to demo what can be done. Lastly you need to have a "free" version for non-commercial uses to attract the people who want to experiment and explore the possibilities. Tie this together with a good "meta-directory" or "portal for communities" and I think you are there ... ;-) I believe that there are many, extremely profitable, directions that could be taken ... Scott C. Lemon