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


To: Paul Fiondella who wrote (34837)11/14/2000 9:33:17 AM
From: PJ Strifas  Read Replies (1) | Respond to of 42771
 
Paul - Personal Directory being "dead" would depend on how you define "dead". I'm not be silly when I state that - just optimistic.

It's my understanding that there's no additional funding for next fiscal year for additional development on that project. Otherwise, the technology is available for ANY developer to download and "develop" upon. Novell offers no "ongoing support" (not sure what that exactly means).

I would assume (pardon my assumption here) that if someone were to take this technology and say develop a "product" which also created a "service" - Novell would support them in terms of development. Remember, Novell is a great company of engineers...the product side is well....not as strong :)

Perhaps the best thing Novell could do is "open up" this technology to developers and let them "run" with it.

Now as an investor I'd like to see how Novell would benefit from this....well - there are many ways. Giving one part of a solution away will create demand for other parts which Novell "sells" (the infrastructure stuff). Sort of like giving away Internet Explorer to drive sales of your internet-related products like web servers :)

Now, when I stop banging my head against the wall for never learning how to program I could think clearer...

Regards,
Peter J Strifas



To: Paul Fiondella who wrote (34837)11/15/2000 11:53:37 PM
From: Scott C. Lemon  Respond to of 42771
 
Hello Paul,

> By the way I think Gore is your first candidate for a
> wearable computer that is always connected. He is toting
> around quite a few electronics and needs some
> consolidation.

Great timing on your comments ... I just got back from Comdex to meet with a few companies and do some research. I have to say that the wearable revolution is about to occur.

I was truly impressed by the wide range of peripherals, computers, battery technology, and heads-up displays ... we are going to see a range of these new products ship during the first quarter of this year! I am purchasing samples and doing testing for a variety of these vendors, and will start to post more about what I am able to do ...

This is *far* beyond the simplistic capabilities of the Palm and WinCE devices ... this is a *full* computer system that will be wearable ... ;-)

> Also Kearns haas an article out that says personal
> directory is dead at Novell.

I saw the article that he wrote ... several people sent it to me ...

> Is he on the same planet as you are?

I don't know ... it still seems to be on the developer web site for download ...

Scott C. Lemon