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

To: zwolff who wrote (31037)	4/13/2000 2:14:00 PM
From: Imran	Respond to of 42771

hi all.. my occasional pop out from behind the scenes. novl as always is undervalued. what does anyone think of the earnings that will come out in may?? will novl be able to beat?? imran

To: zwolff who wrote (31037)	4/21/2000 3:17:00 AM
From: Scott C. Lemon	Respond to of 42771

Hello zwolff, This article that you posted about AT&T Labs and their "thinphone" technologies is extremely relevant ... White Pine (WPNE) is a company that I have been following, and investing in, for years. They are very well positioned in this space, providing a software "video phone" which runs over IP. It is able to provide users with many of the same features that they discuss ... video/voice, typing "chat", and whiteboard/sketch-pad services. They also have developed a conferencing server and have started to layer specific applications on top of that platform. Most recently they have developed a hosting center, where they are going to sell the conferencing services (ala ASP) to customers who want the capabilities, but don't want to own and maintain the servers. When I returned to Novell I started to push hard to get a relationship going, and continued to push hard. There have been a couple of press announcements with White Pine and Novell, but I just haven't seen much come out of this. Just before leaving Novell, I worked with a very talented engineer to architect a solution which would allow NDS to integrate transparently and become the "directory/address book" for White Pine's product and also for Microsoft NetMeeting. Both products utilize a standard protocol called ILS (Internet Locator Service) to allow users to locate each other. In the year since, I'm floored that Novell hasn't completed this and made it available. If you were to couple it with E-Guide you are really pulling together the foundation for a very good VoIP solution for corporate and Internet uses ... Scott C. Lemon