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

To: PJ Strifas who wrote (31014)	4/12/2000 11:11:00 AM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 42771

Hello PJ, I think that it's interesting that you seem to indicate that this deal is an "eDirectory" deal ... yet I'm not sure that I understand that. Sure, they are going to wave the flag, and maybe provide some CNN-Type solution ... but I have to say that I would expect the biggest portion of this deal for Novell will be centered around ICS ... not eDirectory. The only way to really do Flowmining is by using ICS as a platform for object routing and layering powerful applications on top of this infrastructure. You don't need a directory to do that ... IMHO, I believe that the emphasis will be on ICS ... I see this as the first of many proxy/cache ("Object Router") implementations ... Scott C. Lemon