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

To: Spartex who wrote (30845)	3/28/2000 2:10:00 PM
From: Paul Fiondella	Respond to of 42771

Some answers to your questions First everybody has to go to the Novell site and look at the Denim marketing model. That model is now Novells business. it is the way Novell will present its net services to its customers. Into that DENIM marketing model, every product and service that Novell offers will have to be mapped. There are numerous Novell technologies and products based upon those technologies. I would classify all of these into the thin pipe to the customer and the thick pipe. The thin pipe is everything we have been calling directory based apps. These are solutions to customer needs. For example DirCommerce is a way for ASPs to sell anything they want to internet consumers. ITs a thin pipe solution. The thick pipe is the caching appliance. These are the streamlined and narrowed services that are put into a Compaq or Dell box and are plugged into an ISPs network. We already know about Novell's caching appliance. These are heavy lifters. They scale and provide cost effective performance. They are special purpose. We know Novell is going to be releasing more of these. In my opinion the thick pipe, not the thin pipe is going to be the way Novell gets into the internet and a revenue stream from the internet big time. The future of the thick pipe at Novell is very hugely scaleable network services sold just like their caching appliance is sold today. I've come the conclusion from what I'm seeing here that this is the future for revenue ramp up for Novell. Move the big pipe into internet space. Move it fast with targeted marketing. Sell it on price and performance against all of the competition. Novell has so much technology they can move to market this way it is just begging for an opportunity to be sold. That is what I am seeing here. Headed to digitalme now.

To: Spartex who wrote (30845)	4/2/2000 4:48:00 PM
From: Scott C. Lemon	Respond to of 42771

Hello Quad-K, Some other answers ... > Who's going to make these hardware boxes? It appears that almost every hardware vendor has signed up as an ICS OEM ... and these services are just other services that these OEMs can offer ... this is a huge area and could be a very positive revenue source for Novell ... > Are you saying that Novell will provide the scalable > networking software (directory, caching, I-Chain) to run > on these boxes, and manage HUGE eCommerce activities? I would suggest that instead, Novell could deliver appliances which provide a wide range of directory-managed services ... > Any word on digitalme and Citigroup testing? I never heard the name mentioned once! No Citigroup anywhere that I could see ... > Any word on Cisco endorsement of Novell's directory to > integrate with UNIX for their routers? I didn't hear any Cisco announcement ... and from the press releases of Cisco, it appears that they are starting to see the forest for the trees ... ;-) Scott C. Lemon