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

To: zwolff who wrote (30966)	4/8/2000 2:57:00 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

SELL, SELL, SELL...or SPIN, SPIN, SPIN.... >>have the proposal to hire invest banker to sell company. please give views. many shareholders have told me yes yes yes mglotz@aol.com>> Something has to be done for ONE reason. Novell's ONE network vision lacks ONE thing: ENERGY. They aren't going to manufacture ENERGY from their existing "business" model. They need to throw the tuna overboard and let these new schools and communities of fish congregate, aggregate and thrive. We've reached a critical crossroads in world technology development: - all of what's been created has been created on the belief that companies have the power and control - all of what will be created in this New Age of Service will be developed/mapped in the completely opposite direction - toward INDIVIDUALS. - companies CAN'T create ENERGY anymore. - from here on out the keys to the ENERGY kingdom will reside with INDIVIDUALS. Companies can no longer manufacture, slice, dice, plan and measure the perfect way to create ENERGY. And if there's NO ENERGY and EXCITEMENT the underlying technology will be WORTHLESS. We've reached the point where the tables have radically and massively turned. If ANY CEO still uses the term "Chief Economic Officer" from here on out I'd highly question their path. For the keys to ALL future growth will be about generating ENERGY and this will only come from INDIVIDUALS collaborating, cooperating, communicating and connecting in ways that help and serve themselves and others. All CEO's need to change their titles to Chief ENERGY Officers or simply hang it up and go home. For the game has shifted. THE INDIVIDUAL is the ONLY game in town anymore. Helping and Serving others is the ONLY paradigm that matters. The world is being "communitized" and INDIVIDUALS - NOT companies - will lead the way. We are at the very, very early stages of this "communitization" transformation. This trend will be powered by service energies in an ongoing massive, viral, radiating movement of "light" worldwide. A New Service-oriented Virtual Global Civilization is forming beneath our noses. Individuals and virtual communities will be challenging traditional businesses and goverment for rights to our "time and trust." This is BIG. This is HUGE. Get a clue. And get used to it. For the power behind this trend will come from light energy which powers the net and supports all truth. Peace. GO!!

To: zwolff who wrote (30966)	4/9/2000 11:46:00 AM
From: zwolff	Respond to of 42771

Rational Markets? Since MSFT was legally declared a monopoly who lost more % market cap value MSFT or NOVL? siliconinvestor.com On the other hand if anyone is going to benefit from MSFT problems...Very favorable article in today's NYT: One old foe that might get a lift is Novell. The company has been in turnaround mode for the last few years, which partly obscured its genuine strength in Internet technology. Novell Directory Service, or NDS, is the first technology to offer a consistent way to manage users' access and identities across multiple networks. That would be a huge boon to corporations conducting business over the Internet, but its adoption has been slowed by Microsoft's aggressive competitive effort, a product called Active Directory. "If they can leverage the containment of Microsoft to supplant Active Directory -- everyone agrees their current offer is superior to Microsoft's current offer -- that would be a big change," said Geoffrey A. Moore, president of the Chasm Group, a Silicon Valley consulting firm, and a venture capitalist with Mohr Davidow Venture Partners. nytimes.com Conference Call: Unfortunately the usual NOVL schtik. The question I have for Eric and company is: Why is it that INKTOMI et al can grow so much so fast if NOVL has better technology and is a more established company? A simple answer please. Second question> I did not hear much about the new appliances. WHY?