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

To: Scott C. Lemon who wrote (30686)	3/11/2000 2:57:00 PM
From: Frederick Smart	Respond to of 42771

Communities.... >>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 ...>> Scott: We were all hoping Novell would rocket into this direction leading up to and right after BrainShare last year. You could "feel" the energy rocking very strongly last year. It's time to fire those who have hijacked and refracted this energy. This past year's flat stock price has provided all the testimony we need that the energies inside Novell are negative, controlling and limiting, etc. Contrary to what those inside Novell may think, Novell's future is in our hands: individuals, end users, shareholders, etc. Let's get right to the point which I think EVERYONE will appreciate: shareholder value. If you cut through all the wordsmithing, what I've been proposing over the past several days will simply and clearly have the effect of INCREASING shareholder value. Waldy suggests we should start a public proxy process. I'd be happy to act as spokesperson for this tribe: "We, the shareholders of Novell are tired of waiting. We want to start the process of opening up Novell by recommending: 1) the spinning off various vertical technology assets; 2) the giving away of NDS - ie. turn it over to the open source community - while retaining the preferred "Red" version, but allow other versions to crop up; and... 3) moving away from their Old, closed focus on "business" to an aggressive, open, focus on service and the development of "community." We think taking these steps will result in a massive increase in shareholder value. Novell is missing the Internet Age simply because of their are some select individuals inside who have closed mindsets and controlling energies. Waldy, I'm ready to take you up on your offer. We brought this up before. Let's hire someone to go through all the ideas that have populated this thread and organize a way to challenge or force Novell to mirror, acknowledge or challenge them. We're talking about one thing: ENERGY. It's time for those inside Novell who are holding this energy back to step up to the plate and challenge these ideas, realities and principals. I'd like to know who's really in charge of leading Novell. I thought it was Eric Schmidt, but over the past year I've had my doubts. Anyone want to join me on this? I know there are many out there scratching their heads wondering.....WHY????? I'm just the kind of person who asks "Why Not??!!" Peace. GO!!

To: Scott C. Lemon who wrote (30686)	3/11/2000 3:48:00 PM
From: Spartex	Respond to of 42771

Fireclick Builds A Faster Web By Kathleen Cholewka NEW YORK. 5:20 PM EST-Everything about Fireclick is fast. The Los Altos, Calif.-based startup, created by Stanford University grad students, received its first million in seed funding from Atlas Ventures in June 1999. Today the company has $11 million in backing from Menlo Ventures and Thomas Weisel Partners and is expected to launch its content delivery software on March 20. Its product, called Blueflame, uses patent-pending "predictive" caching technology to make Web sites faster, which could ultimately accelerate the e-commerce market. Already Fireclick has lined up customers in Intermallamerica.com and Proteacher. Fireclick is quickly entering a marketplace with some heavyweight networking vendors, including Akamai Technologies (nasdaq: AKAM), Digital Island (nasdaq: ISLD) and Cisco Systems (nasdaq: CSCO). However, those hardware platforms and Fireclick's software are complementary products, according to Ram Srinivasan, Fireclick's chief executive officer. Fireclick, in fact, is busily working on a partnership with content delivery hardware vendor Akamai, according to Srinivasan. Fireclick's Blueflame software resides in a network server and monitors end-user page perusals in real-time. At the same time, it predicts and caches the most likely elements that a user will need as it maps out well-trodden paths through a site. Fireclick is promoting Blueflame as an application that will reduce download times and presumably free users to spend more time buying. Despite the fast pace, the company doesn't plan on going public too quickly. "Job No. 1 is to build a real business and build sustained value in the company," says Srinivasan. "Our goal is to go public in the latter part of next year." Naturally, when broadband access services such as digital subscriber line and cable modems become more prevalent, download times will automatically improve. But Srinivasan believes that the long download problem will never go away, that Blueflame's software will also complement that surge in bandwidth. "Broadband is going to encourage richer content, more streaming media," he says. "But the rate of consumption of bandwidth is going to exceed the rate at which it is provisioned." forbes.com