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

To: PJ Strifas who wrote (30809)	3/25/2000 12:38:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello PJ, > Would it be too much to think they could "win" both? Even > better to show they did win :) I'm sorry ... but you lost me completely with this ... Who are you referring to with "they" in the above sentence? If you are talking about my question about shareholders, then what do you mean '"win" both'? I'm lost ... > I suppose it will be one of those questions I will be > carrying with me to BrainShare :) Sorry I didn't have the > details -- it IS encouraging to see (as a shareholder) > that Novell is working to bring eDirectory into internet > solutions for customers. To my knowledge, in 6 months > they have brought that number to 2. I agree ... but would like to better understand the strategic revenue generation ... I know that it's fun to work in a "free" world, but at the end of the day the money has to be made on something ... > However, I will be asking some pointed questions this > week to discover how they plan to ramp up their efforts > to move eDirectory into a more visible web presence (ie, > a top 5 ecommerce web site). Visibile ... still doesn't pay bills ... unless it draws indirect revenues from other associated products/services. > Perhaps there is a multi-layered approach to revenues > here -- one being product sales, the other being > consulting services. Of course ... this is common sense. But what are the revenues? Are they on-going? Was it a one time fee? I'm sorry, but looking at the Xircom PR, it's not rocket science. How much consulting service revenue can the one deal generate? > I suppose one could also add development services as well > which in the long run would prove to resellers and VARs > that the marketplace DOES need Novell partners who CAN > MAKE MONEY in this space! But this is the consulting services ... right? > By the way, I just locked in my flight...I arrive in SLC > at 3:30 pm tomorrow. I will be running to register > directly after landing so keep a beer cold for me until I > get there :) I look forward to seeing you again! Yep ... we'll have the table and beers flowing ... the Novell pre-Brainshare session will be underway ... ;-) Scott C. Lemon