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

To: FiloF who wrote (31116)	4/19/2000 4:23:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

Inktomi vs Novell (INKT Q1 shows 30.8 million caching revenue) ============ Note: Because Novell sells its caching appliance OEM, direct revenue comparisons are not possible. INKT Q1 ended 3/31, NOVL Q2 ends 4/30. ============ "Inktomi's Network Products Business, consisting of Traffic Server, Content Delivery Suite and associated services, contributed $30.8 million in revenues for the quarter, a 250 percent gain over the second quarter of the prior year and a 39 percent sequential quarterly increase. "Our company fundamentals are strong as evidenced by our impressive top-line revenue performance and consistent diligence in expense management across the board. In the last 90 days, we continued to consolidate our leadership in the search and network products arena, gained further traction with our Commerce Engine and extended our technology position in the industry. Lastly, we entered the wireless market with major alliances worldwide designed to make Inktomi the de-facto provider of core technology for the new global wireless infrastructure." During the quarter, Inktomi announced a broad initiative to deliver its portal services and network products offerings to the wireless market for the delivery of next-generation content, commerce and applications, and forged alliances with seven companies worldwide. They include a strategic relationship and investment in AirFlash for mobile phone Internet services, and partnership with Cap Gemini and Portal Software for provisioning and billing of wireless content and applications, Hewlett-Packard Company for its wireless hardware platform, Sun Microsystems for its wireless infrastructure solution set, Spyglass for content transformation and GWcom to enable advanced mobile commerce services. Inktomi Network Products: Traffic Server and Content Delivery Suite Inktomi's Network Products Business posted a record quarter marked by strategic content distribution network wins, a broadened position in the enterprise arena, extended relationships with existing customers and innovative technology partnerships. In the quarter, Inktomi's network products were selected by several companies as the core of their content distribution networks including InterNAP and Europe's NTL. They add to the existing base of Inktomi's content distribution customers, such as Digital Island, Enron and Exodus, making Traffic Server the leading foundation technology for content distribution networks worldwide. New and repeat customers in the quarter included Epoch Internet, Excite@Home and ICG Netcom. Inktomi extended its reach into the enterprise arena with key design wins and strategic alliances. The company added Abbott Laboratories, Nortel Networks and Bank One to its enterprise customer roster that already includes Sun Microsystems, Fidelity Investments and Bristol Myers Squibb. In February, the company entered into a relationship with KPMG Consulting to offer advanced commerce, content and application infrastructure solutions to the enterprise segment. In March, Inktomi joined forces with 3Com to build a smart appliance based on Traffic Server for the fast delivery of Web content to small and mid-sized enterprise customers. This builds on a relationship that Inktomi has with Intel in which Intel is currently shipping a hardware device based on Traffic Server to the market. Lastly, Inktomi announced plans to support Apple's QuickTime software on Traffic Server, providing its worldwide customers with high-quality streaming of live and on-demand QuickTime programming over the Internet." ============================= That's the competition for Novell's caching initiatives. I will be looking forward to the numbers for Q2 here.