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

To: Paul Fiondella who wrote (31044)	4/15/2000 4:42:00 PM
From: sjnick	Read Replies (1) \| Respond to of 42771

RE CMGI. What Novell is telling analysts and press is that this is in fact a revenue sharing deal for all the traffic through this service. So it isn't just an adoption or showcase thing. It is more in line with an Akamai services model.

To: Paul Fiondella who wrote (31044)	4/21/2000 3:42:00 AM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello Paul, I'll start by saying "Thank you for the kind words!", and also by saying that it was great to get a chance to spend some time with you while you were here in Utah. For those people who know Paul here in SI, I have to say that he is even better in real life! It was great to get a chance to hear his analysis and perspective, built on his obvious knowledge and experience ... and to hear it first hand. I look forward to continuing a dialog with Paul into the future. Now if he would only leave my car alone! ;-) > Regarding CMGI, the significance of this deal is that > Novell will get a showcase platform for ichain type > consulting sales. They will be building the kind of > system that demonstrates all of their NETWORK SERVICE > infrastructure technologies, in other words directory > based apps, that they want to sell to their corporate > customers. This is very good for Novell's credibility and > visibility. It is good that SUNW is on board with this. > These are wins for Novell in indirect revenue but not > necessarily in direct revenue. I wanted to comment that the other huge opportunity with the CMGI deal will be the use of the ICS appliances. ICS is a platform on which a large number of the applications that are described could be layered. I noticed their continued references to "mining the flow" of information and the "clickstream" data. This is extremely valuable, and it appears that someone at CMGI is aware of this value. As I have referred numerous times to "object routing" I have been trying to describe how objects, such as web page text and images, flow from web server to browser through one or more proxy caches. And since, unlike packet routers, the proxy caches see the entire "object" it can also host applications which examine, alter, or otherwise manipulate this information. I have, for a long time while at Novell, in my presentations referred to this process as "FlowMining" ... ;-) I even went out and registered the domains for Novell when I had hoped to be able to deliver a product based on these concepts: networksolutions.com networksolutions.com I had written some brief papers while at Novell which discussed the possibilities and benefits of such an architecture, and have even continued my research in this area. I can see where Novell could offer a huge amount of value in this new market of "flowmining" if they decided to really attack it ... and this would be of tremendous value to CMGI. I believe that CMGI could quickly move into competition (and beyond) companies like Akamai and Sandpiper if they begin to utilize the distributed network of caches that they are proposing ... and again this relates to Drew's vision of the Internet. Scott C. Lemon