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

To: Paul Fiondella who wrote (36002)	3/4/2001 10:00:25 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Actually MyRealBox.com has some very good spam rules that prohibit the bombardment of its users (and other users) by spammers. The only spam I've ever received on MyRealBox.com email account is when I allow someone to send me email during a registration. There are some very interesting "filters" they use as well as processes such as verifying DNS lookups for email domains before delivering an email, limits on email attachment sizes and limits on the number of people you can forward an email to. This cuts down the use of the system by spammers which is a very key component to limiting spam in the first place. I'm sure someone from MyRealBox.com could explain it better but I use this email system because the spam is really managed to an effective degree. Let's not forget that if you register at websites that "sell" your email information to spam lists - there's no system that can protect you completely from spam :) As for the rest of your post, I think you have a very real grasp of what this deal means for Novell. The question I have is "does Novell know it?" Right now I can't say for certain one way or the other and I'm far enough removed to say that I won't take it for granted that they do. Regards, Peter J Strifas

To: Paul Fiondella who wrote (36002)	3/4/2001 4:03:16 PM
From: ToySoldier	Read Replies (2) \| Respond to of 42771

Paul, Although I have been slowly losing the strong connections and inside scoop of whats happening at Novell, I have not seen any real significant changes in long-term strategic product positioning in the market for eDirectory. The Toronto deal is refreshing (as is the Yahoo deal) but unless we all see repeatable instances of these deals, then we would have to chalk up these deals to one-hit wonders. The fact that Novell and IBM Global Services are working together on this municipal government e-business strategy is confusing since IBM had been going after Government e-business solution - of course by using mainly their IBM technologies. I am puzzled why IBM would now be pushing Novell's eDirectory over its own SecureWay. If I were placing a guess on the future likelihood of future IBM/Novell partnerships on other similar government e-government solutions, I would guess low. But in these turbulent "High Tech" times, maybe some back-burner partnerships have been brought to the front burner now. As for the potential for eDirectory as an e-Government enabling technology - HUGEE!!!!! If I were a Novell top executive I would set up a section of Novell similar to how IBM is set up with their ISUs (Industry Services Unit). Novell should create Industry Vertical expertise and target these exact industry verticals. E-Government would be one of the first I would create. This group would have extremely strong understanding of how Governments think, what drives them, how and WHEN they put out cash, where the look for advise, where they hang out. This group would also consolidate Novell's technology solutions and create Government specific solutions (packaged vertical solutions). They would attend Government / public sector conventions and possibly create special deals for governments as a whole. Novell already has some e-Government solutions - like the one in the UK we read about recently and now the one in Toronto. Leverage this. Also, if they already haven't done so, signing a formal partneship with a partner like IBM on going after this e-Government sector would be a big ace in the hole. Ahh - but I ponder aloud! Back to work.... Cheers folks! Toy