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

To: zwolff who wrote (30868)	3/30/2000 12:59:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

No one at Novell has pulled together the appliance message like they pulled together the 10 Zens message. I know I know try to name them and you win a cigar. But the fact of the matter is that Novell built its directory app message around Zenworks. And that worked with the analysts. It enabled them to understand Novell. Drew is to speak on Friday. I'm hoping he will put out an appliance message. The big pipe is the way to go. Every directory based app on top of edirectory/LDAP has a core that can be an appliance and each of these apps can scale dramatically if the core is an appliance. Whether this is authentication or network file storage for Just-on or reverse proxy, Novell has the heavy metal to put in a plug and play network appliance. Consulting can use these things, directory apps can use these things. Its all up to Drew.

To: zwolff who wrote (30868)	4/2/2000 5:26:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello zwolff, I wanted to jump in and throw out some perspectives ... > a) The NOVL appliances were proposed some time ago by > Drew Major. Has he done any demos at Brainshare. Yes ... Drew has had a hard time eduacating people inside of Novell about his vision. They just don't seem to understand it. The management seemed to latch onto this "directory" concept and can't expand beyond it ... Drew appears to be making progress, and he demoed a variety of "appliances" ... > What type of appliances are we taking about? I had an > understanding that the next NOVL appliance to come to > market will be a SecureMe appliance to manage security > issues. They showed the core ICS, also some software enhancements which provided content filtering and modification. Examples were the "Akamaizer" which would dynamically modify content, on the fly, so that it would be compatible with Akamai's network. He also showed the SSLizer, more commonly known as secureMe, and also a high-performance storage appliance called Aquarium. All very cool! > b) What is the projected revenue coming from ICS this Q? This is my same question! Show me the money! > c) If the NOVL-CSCO relationship is going places I would > imagine that NOVL engineers must have by now a schema for > the CSCO routers to work with NDS. Could you find any > information concerning this? They are doing demos of using "ZEN for Networks" to manage Cisco routers ... it's very cool ... > How about the corresponding AD schema for CSCO routers .. > Is it ready? I didn't see anything on this ... Scott C. Lemon