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

To: Paul Fiondella who wrote (31059)	4/16/2000 1:10:00 AM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Paul, I personally am very very interested in this recent announcement of the CMGion creation and the ASP model they might be attempting to develop. I am not exactly sure what ASP revenue model (ie. Systems Management or Service Provisioning) they plan to follow. I am also not sure to what extent they plan on deploying NOVL technologies into this solution. I have personally been developing an ASP model using a large core of NOVL technologies for the past 10 months. I do not want to publicly say which model I believe in and am developing to, but I will say that as obvious as the correct model is to follow, most current ASPs and Outsourcers are not following it. I also know why so many dont follow the correct model. Paul, you are also correct in that the correct ASP revenue model will hit home big time to the Corporate world, BUT, the sweet spot in the market for this ASP model (if it is similar to the model I have been fine-tuning) is the SMB (Small/Medium Business) target market. In fact, if CMGion really sits down and thinks this target market out - there are specific sub-sectors of the SMB target market that would provide very high success ratios. Also, the correct model would also accomplish another critical success factor - a highly optimized operation delivery cost. Being that I have lived in the large-scale out-sourcing world of IT for 7 years, I have seen time and time again how out-sourcing and ASP vendors have consistently not focused on "Normalizing" the ASP architectural model. Again, I know the reasons but would rather not say as it is a competitive advantage for my model - if I could find the right financing and home for my model. In fact there are a few in NOVL that I know - know the correct model and how it would be successful for CMGion. It will be interesting to see if these individuals will be part of CGMion. It will be very interesting to see if the leaders of this new CMGion entity will fall for the same ASP traps. Statistics hints that CGMion will unfortunately fall for the same traps that have lured and corrupted all previous and current out-sourcing & ASP vendor solutions. For NOVL's sake, I hope not. If they do figure out the correct architectural out-sourcing ASP model then LOOK-OUT! Cheers! Toy