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

To: RIT who wrote (34619)	11/3/2000 12:47:25 PM
From: kilo_watt	Read Replies (1) \| Respond to of 42771

Don't get caught up in $2/seat for eDirectory. The actual negotiated prices are MUCH MUCH MUCH less. Some feel this is a good thing, some feel it is a bad thing.

To: RIT who wrote (34619)	11/3/2000 2:07:47 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

I like your math and believe me, I can see where you are coming from. There's much to be made in the directory market. Managing accounts and network services is one aspect of leveraging Directory services. That's a back-end benefit you sell to businesses (here's how eDirectory can save you money/make you more etc). Again, that market is much smaller than the one you are talking about. For those new people getting online or the ones currently online to find their way into your equation you have to realize their needs are different. They are looking not to save money but for the "value-add" to the money they are already spending. Applications and services based eDirectory that can personalized internet content available to me wherever I am (location independent), on whatever I have available (device independent) when I want it (instantly?). So that means building a products and services model that will allow business to provide just that. Novell has those pieces (IMO) right now - eDirectory for authentication/personalization, ICS & Content Exchange to get the info to me fast (everywhere), digitalme (I still think it works) for identity management, back-end support for popular webservers and OSes not to mention offering hosted GroupWise services for not just email but Universal Inbox and collaboration. ...I wish I could build it for you to see :) Sorry if I'm "preaching to the choir" here :) My headcold medicine makes me foggy. Regards, Peter J Strifas

To: RIT who wrote (34619)	11/3/2000 10:43:52 PM
From: Scott C. Lemon	Respond to of 42771

Hello RIT, I just wanted to expand on your thoughts here ... you are so on target with this analysis ... IMHO. > If over the next few year's 50% of the world's population > is going to be online, that 3,000,000,000 users each of > which will need at least one account. Even with the best > intergration most users will have a number of accounts. Think about the fact that each and every portal, vendor, and business is going to have their own customer database ... and employee database. Just as you currently have "accounts" with each credit card company, and company that you pay bills to, and memberships to a variety of organizations ... you will be a "user object" in each of these organizations directories ... ;-) > Even if each user has a single account and Novell only had > 30% of the directory market and received 25c per account > per year in support fees, that's $225m a year just for the > directory, now add the 'value add' services Novell has - > DirXML, I-chain, ICS etc. And who ever wins the directory > market 'mind set' will end up with far more than 30%. ... and so now you hopefully see that your estimate could be far less than what could really happen. Each user could have dozens of "accounts" in numerous directories ... and so the numbers could get even larger! ;-) This is the model that a number of us recognize quite clearly ... Scott C. Lemon