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

To: Paul Fiondella who wrote (30841)	3/27/2000 6:11:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

Forget about the 10 Zens and focus on the 10 directory service appliances If you are one of the many Novell analysts that mine these threads for information about what is happening at Novell, I have a major suggestion for you. In the past STeve Dube looked to directory based applications to drive NDS as an internet standard. I think we need to reanalyze that strategy. It looks to me liek something new is happening at Novell. Something extremely significant with regard to revenue. We are going to have a different engine drive Novell's positioning as an infrastructure internet leader. We are going to have network service based appliances --- the big pipe --- doing the heavy lifting. In listening to the presentations this morning from Schmidt and Adams I got this insight. The name of the game at Novell is SCaLEABILITY. Novell is going to gain an entre to the internet through having massively powerful special purpose network appliances whose value proposition and ease of use will drive revenue for the company. Forget the 10 Zens analysts. The Zens are network management tools. We are talking network services. Streamlined and narrow boxes that plug into an ISPs network and provide everything from file services and network storage to ASP delivery alla DirCOmmerce. This is the new Novell message. IT makes sense to me. More later.

To: Paul Fiondella who wrote (30841)	3/27/2000 11:25:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

DENIM! Now I can finally say it out loud. I really like this architecture - not because it is such a unique and revolutionary new architecture - BUT - because Novell's marketing team has developed a name, architecture, and blueprint that applies a simple synergy to all the products Novell has been developing. Its an architecture that is relatively easy to understand to even CIO, CEO, CxOs. Also, the name is easy to remember and symbolic. As Steve mentioned last week, Novell's DENIM is like the real fabric: its a tough fabric (like Novell's network infrastructure), strongly meshed, has been around for a very long time (survived many ages), and can be used in many fashions. They needed a message that was concise and could be easily understood by the industry customer base. It made sense to me. Now I want to see how they get the DENIM message out and get the industry ears to actually listen to Steve and his team. I also hope that Steve gave all of you at Brainshare his Jacuzzi example to the problems of Novell Marketing. It really hits home the reality of what Novell's challenge is (and was quite an amusing analogy). Cheers to all of you at Brainshare! Toy