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

To: Paul Fiondella who wrote (34606)	11/3/2000 10:47:34 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

I think GroupWise has some newsworthy-ness built into it. It's a very good product at what it does and if this statistical information (which is from IDC not Novell) is anywhere near correct - it's not dead. The thing with GroupWise is that you DO NOT NEED NETWARE in the next version. So if you are entirely NT or UNIX (SunSolaris) or even LINUX (Red Hat) on the back-end, GroupWise is a solution you can look into. I think that's an important message here (from a product stand-point). Another tidbit which won't be much to investors but means much to admin/techies is that ALL new Novell products will be managed through a utility called ConsoleOne. They will be phasing out their currenty NWAdmin utility. That means moving away from NetWare and the Windows 32-bit client. Significant....to us techies yes. To investors - you can see it as a fundamental shift away from the past. Many people want to "kill" Novell over the WordPerfect deal. Remember, without that deal, Novell would not have GroupWise nor have developed NDS in the manner in which they did. The underlying technologies they acquired from that deal are fueling their lead in the directory space. Now, what I really find to be more interesting is that it's my opinion that the directory market is just starting to heat up. Novell needs to get more to the forefront of people's minds when anyone discusses Directory-based solutions. [More on that later - but if you get a hardcopy of eWeek, read the article by Anne Chen on pg 59. It's not available on the website yet...sorry.] Regards, Peter J Strifas

To: Paul Fiondella who wrote (34606)	11/3/2000 10:48:22 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

More rumors: Tabby tracks a Provo-Potomac shortcut By Spencer F. Katt, eWEEK October 29, 2000 9:00 PM PT URL: zdnet.com His hung-over hirsuteness climbed out from under his desk, where he'd been sleeping all morning, and rubbed his fuzzy head. Someday he'd learn to leave the bar before last call. n Speaking of party animals, while some folks speculate that the boys in Redmond would face a kinder, gentler DOJ if Dubya wins the White House, Spencer has learned that senior management at Novell are praying for a Gore win next month. That's because of the latest rumor running around Provo that the company's Eric Schmidt could be offered a Cabinet post in a Gore administration, a Tabby confidant said. If not, it's expected that Schmidt will outright resign, which would come as a death blow to the company, the confidant added. With management clinging to this thought since the middle of last month, the tattler also claimed the company has been pretty much in custodial mode, with nothing getting through senior management (other than the previously decided spinoff of the Internet Content group, cited in the Sept. 18 column). Things in Utah could get pretty exciting, one way or the other, after Nov. 7. Regards, Peter J Strifas