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

To: PJ Strifas who wrote (31095)	4/17/2000 8:56:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 42771

PF -- <<"Goes to show you that image can be a valuable thing. (IMHO, product performance, reliability and scalibility will win out over marketing hype).">> No comment on the stock or anything in the article,,, just that comment. Wrong! AOL-- love the stock but the service SUX. Would have about anything else. Busy signals, bump offs, slow connections,,, but it is #1 by a long shot and even some free services have better service without the content of course. AOL is all marketing. Case' understanding of marketing and his markets is excellent. That is the only reason AOL is number one with no one close and will only continue to grow! Great stock-- good company-- not so great product! Still rising in price with a P/E of nearly 300. If we had 10% of the mktg savvy here as is at AOl this stock would be at 125,,,,,,,

To: PJ Strifas who wrote (31095)	4/17/2000 8:57:00 PM
From: zwolff	Respond to of 42771

Good article. The great thing for NOVL is that CMGI and SUNW know how to market. Paul: Back to PR. I am tired of seeing this AKAM guy Lewin all over the place while Drew Major only appears in articles published in Utah newspapers!! I think Drew Major's is a great story: if NOVL can pay big $$ to make Slitz (SLITZ! for crying out loud!) marketer(!) of the year (1998?!) why don't they try push the legend of D. Major around. Specially now!! Just an idea guys..Just an idea.

To: PJ Strifas who wrote (31095)	4/17/2000 11:15:00 PM
From: ToySoldier	Respond to of 42771

PJ, Did you notice a blaring slap in the face for NOVL once again in the article... While many analysts focused on the absence of the cache companies, such as Akamai, So according to PCWeek, NOVL does not have a valid caching solution - not one to take seriously. REAL BAD NEWS for NOVL's marketing team. Man!!! I tell you, Steve, David, and their teams have soooooo much work to do. It just blows me away how ICS gets absolutely NO NOTICE by the industry media or the industry. ICS has been proven to be the fastest and most cost-effective Proxy Caching solution and yet NOVL cannot or do not know how to get this best-of-breed technology noticed. Market-ware is once again winning out to NOVL's product-ware. Soo Sad. Steve, David, if you two are reading, its time you get a lot braver and more gutsy on your marketing play. FORCE THE INDUSTRY NOTICE YOU!! If NOVL is so sure that ICS is the most efficient and fastest cache in the industry then use it to your advantage. Try this idea out.... Think...What makes people turn heads and take notice? MONEY! CASH! and A GUTSY CHALLENGE! Soooo, go to the industry press and announce to them an open public challenge to ALL Caching players. For example: Put a $100,000 challenge to any proxy caching vendor who's product can out perform NOVL's ICS product at the lowest price point. Invite the industry media like ZDNet be the official mediator for the challenge. Set the rules that prove the best price/performance proxy cache. The risk is that NOVL might loses, but again if NOVL is sure about their ICS's performance being as much as 10 times better then its nearest competitor, that would be a minimal risk for the publicity that it would bring. You can also be quite sure that NOVL's ICS will be clearly identified as a leading Proxy Caching Vendor. Something that it clearly is not known for. Steve/David - put the company's money where its mouth is regarding being the best caching engine in the industry. Toy

To: PJ Strifas who wrote (31095)	4/21/2000 4:10:00 AM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello PJ, I'm still reading through posts, but I'm sure that someone else must have commented on this ... > While many analysts focused on the absence of the cache > companies, such as Akamai, that are missing from the > lineup, Microsoft was the real loser in the CMGion > announcement. Isn't it amazing that: 1) ... the analysts couldn't understand that these guys might just eat Akamai's lunch? This CMGIon really has the opportunity, if architected correctly, to go far beyond what Akamai is doing! 2) ... the analysts still don't realize that Novell is a caching company! Wow ... what does it take to get the execs of NOVL to understand and talk about caching? Scott C. Lemon