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

To: ToySoldier who wrote (30854)	3/28/2000 11:51:00 AM
From: Frederick Smart	Respond to of 42771

Hot-Tub BrainShare..... >>Enough said from me. I dont say much unless it is something I get passionate about. So when you see me start talking - be afraid!>> Really, really, really appreciate the hot-tub analogy. I can "see" it now - The "New" Novell - a mix of passion, people, community and champagne...all gathered inside a tub of hot, hot pulsating water. Green hair or not, if this is the kind of energy Stevie "Don" Adams is bringing to this New Novell, then I better rush out and buy a new wild bathing suit. And here I thought the catalyst for Novell would be found on some mountain top. Thanks to you, Toy, the credit must go to this Hot-tub analogy. I've been climbing a virtual Mt. Everest, not knowing these guys where slogging away plans for Novell's future to be launched from a "red" hot tub. Toy, please have Agent 99 book Donna Summer to connect all these "hot" points at COMDEX this Fall. Be sure Steve has the upside down and rightside up Hot-tubs, hot red denim bathing suits and the glasses of champagne ready to flow. Perhaps I need to visit the cold windy plains of Winnipeg for more of this earthy, grounded inspiration. You gotta hot-tub up there Toy?? Peace. GO!!

To: ToySoldier who wrote (30854)	3/28/2000 3:53:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

More on DENIM DENIM is just a marketing model. As the literature states, DENIM is a marketing model designed to support three key areas of Net services that will play a critical role in the success of any ebusiness venture. The three areas are Net Management Services, Net Content Services and Net Portal Services. What Novell hasn't worked out yet, but it has to be coming, is how each product and technology plugs into this marketing model. This is key. The model makes no sense without the ability to plug in the Novell products and connect them up to customer solutions. DENIM is merely a conceptual tool. It is away for Novell internally to focus its products through a marketing model which will then be presented to the public. I think if you go much beyond using Denim as a conceptual tool you get into trouble. Obviously if I am a potential Novell customer I have to know what I need to buy to solve my problems. I need a focused Novell solution. Denim has to be a categorizer for the customer not a concept that the customer will "buy". A great deal of marketing work needs to be done to pull together the various Novell technologies and products into saleable solutions. These are what the customer is going to buy after he figures out using Denim what the hell Novell has to sell. =============== For example two different groups within Novell might develop complimentary products. The Client group might develop a smaller modularized network client to download to the desktop. At the same time they might develop a browser based zero client (ie. Blackhawk). With Blackhawk the idea is that a network admin can then create a customizable enterprise portal --- when you connect to your enterprise network you get a desktop look and feel screen that looks much like a customized web page with various gadgets (such as time, weather, stock ticker, company news, etc.) Now the Novell Client group thinks that they have done their job when they give the network administrator a smaller client than the current one and a choice between a modular client and a browser interface/customizable portal to the network. But meantime you have another group within Novell developing Eguide. And what is Eguide but a directory based app and a very useful gadget to have on your enterprise desktop! It lets you find anyone in a directory anywhere on the net or in your company. You can use it to then communicate with that person. So in effect eguide becomes the killer directory based app for the enterprise. But who will install Eguide on this enterprise portal? Does the Novell Client Group have any responsibility for seeing that the Eguide groups products gets onto the enterprise desktop? And further, which marketing group within Novell can recognize the value of putting these products together into an enterprise portal package and basically training and incentivizing network administrators enough to get them to put it up on their systems? These are the real problems that must be solved at Novell. The solutions then must be plugged into the DENIM marketing model so the custoemr can comprehend. ================= If you add Peter's notion of community and building communities of Novell end users using this same portal vehicle, and you suddenly have REALLY STICKY END USER EYEBALLS COMING TO NOVELL. No more network admin trying to pursuade upper management about the value of Novell. THe net adimin walks into the execs office and shows him how to one click on Eguide through his default enterprise portal and then connect up with anyone he wants to reach in and out of the company. This is what Novell has to move to market. This experience. ============= Keep in mind all of the above is still within the thin pipe. But this is in my humble opinion a decent way to reach Novells existing customer base --- call them the internal market for Novell's net services. The external market for net services is the internet and everyone who is not a Novell customer or is using something else. For them the only solution at this point is the thick pipe, the heavy metal, the heavy lifting sale. These customers have to be approached from the plug-in appliance angle. Novell has to sell caching appliances, security appliances, and any other Novell technology that can be put into a saleable box from Compaq & Dell and shown in a cost benefit analysis to be of benefit to the internet world. This is the only strategy that is going to make Novell like Cisco in terms of internet infrastructure. Its time to go after the internet with Novell's most powerful tools. Directory isn't going to do it. The door is going to be broken down by the heavy metal. We need 10 net service appliances. We need a message out there that Novell does it better cheaper and you don't need to know a thing about Netware anymore to buy Novell. Just plug it in. Just plug it in. And watch it do the work with the power of Novell. (Got that Fred.)