Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Blue Coat Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Stephen L who wrote (110)	6/24/2000 11:57:00 AM
From: Steve Bannister	Read Replies (1) \| Respond to of 218

This board has been quiet recently. Guess the mo-mo players are gone? I am from Novell (the part totally focused on the caching market), and if you want some interesting references, try: isp-lists.isp-planet.com Novell's extremely competitive product is described at: novell.com We now believe, though valid numbers are hard to come by, that Novell is the market leader after just one quarter of shipments. enjoy

To: Stephen L who wrote (110)	7/14/2000 7:47:10 PM
From: giantswin	Read Replies (1) \| Respond to of 218

Look at their customers listed on their web site vs customers for Novell ICS and that will tell you the story. The main difference is Novell ICS is a software solution that is implemented on a box with a general purpose operating system. Dell resells ICS on an "appliance like" server, however that server has to run NT so it runs into scalability problems. Novell is toast when it comes to caching. The vp of mktg at cflo came from novell and used to be the head marketing guy for ICS. Look for more bad news out of novell on the caching front this year.