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

To: ToySoldier who wrote (30922)	4/4/2000 9:40:00 AM
From: Frederick Smart	Respond to of 42771

Toy.... >>I had hoped that it might have become a Tech Cult stock earlier in the year with the Gilder report and the end-of-year rise of the stock, but I have to admit that I was wrong. NOVL still has not (nor might it ever) become a CULT Tech Stock like CISCO, INTL, MSFT.>> Perhaps a NASDAQ symbol change is in order. I just checked CULT for availability. Not sure if someone's claimed it yet. Then again, perhaps someone will use it as a basket for those tried and true heavy-metal tech-cult picks: CSCO, INTC, MSFT, ORCL, SUNW, etc. At the rate the DOJ is going right now, within 2+ years this could become a technology Grateful Dead c-ur,b-asket. So let's just leave Novell out of this idea. Sorry for the attempted humor for the many investors who must feel like formerly-fat-french-fried-friends on this cold, dusty snowy morning here in Chicago. Peace. GO!! PS: Waldy's Da Man!!

To: ToySoldier who wrote (30922)	4/4/2000 6:33:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello Toy, I have to agree ... whatever momentum existed, seems to have settled back to the "corporate sale" mentality. You made one comment that really caught my eye, and I believe is on target: > I had hoped that it might have become a Tech Cult stock > earlier in the year with the Gilder report and the > end-of-year rise of the stock, but I have to admit that I > was wrong. I'm not sure that you were "wrong" as much as that the people who "pitched" Gilder failed to understand what to pitch him on! I'm a subscriber of Gilder's Newsletter, and have attended his Telecosm conference that last couple of years. I've read his work, and am impressed at his logical analysis of current trends. I have followed his forecasts of semiconductor industry trends, and bandwidth ... This is why I was floored to think that Novell spent the time and effort to talk with George and pitched him solely on the Directory ... and did not seem to even touch on the core proxy/cache/appliance business which is so closely related to Gilders work! At last summers Telecosm, I continued to ask questions at the ends of sessions about the importance of caching ... pushing forward my predictions of "object routing" ... and I received extremely positive feedback from the network architects of both AOL and @Home. They both indicated that their networks would not scale, and might not possibly even run with out the power provided by proxy/cache farms of machines. I tried to ask the questions to help educate the audience about the problem and solution so that on the last day, when Novell presented, I could ask Novell's position on the importance of caching ... but the Novell pitch was on directory. ;-( I was further depressed when I saw George devote a good portion of his newsletter last month (or the previous) talking about the changes in the infrastructure ... he talked about all the major proxy/cache vendors - Mirror Image, Akamai, Inktomi, Network Appliance, and on and on ... the entire spin on proxy/cache and concepts surrounding this. Not one word about Novell even being in this space! In fact, when I attempted to post information on his thread about Novell's strong position in this area, I was flamed with comments about Novell "is a directory company!" It's too bad ... Novell could have used this "springboard" ... > NOVL still has not (nor might it ever) become a CULT Tech > Stock like CISCO, INTL, MSFT. It's amazing to me that this might just be true ... I'd have to say that many people and employees have tried. The engineers inside of Novell have certainly been trying for a long time! Scott C. Lemon