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


To: zwolff who wrote (36150)3/16/2001 4:34:46 PM
From: Costa Kapantais  Respond to of 42771
 
Novell beefs up latest NetWare
zdnet.com

By Peter Galli, eWEEK
March 16, 2001 4:18 PM ET

Amid mergers and acquisitions and executive shifts, Novell Inc. is still finding time to crank out cutting-edge networking software.

The Provo, Utah, company is set to include an Internet printing capability, known as Novell Internet Printing, in NetWare 6.0, the next version of its network operating system, due in the third quarter.

At its annual BrainShare conference starting Monday in Salt Lake City, Novell plans to announce the incorporation of disk pooling and storage technology in NetWare 6.0, said sources close to the company.

Earlier this week, Novell surprised the computing industry by acquiring IT consulting and integration company Cambridge Technology Partners Inc., of Cambridge, Mass., for $266 million and announcing that CTP CEO Jack Messman will replace Novell CEO Eric Schmidt, who will continue as chairman. The deal creates uncertainty about where the company's flagship software, NetWare, and other technologies fit into the combined company, but for now, there is still considerable research and development going into them.

Jim Tanner, Novell's director of NetWare Product Management, said NIP is based on the IPP (Internet Print Protocol) standard, which links network printers directly to the Internet and allows them to be used from a browser.

IPP technology, in effect, turns printers into Web servers. Instead of users transmitting documents via fax, e-mail or overnight mail delivery, IPP lets them send documents across the Internet directly to IPP-equipped printers, which can reproduce formatted replicas of documents, Tanner said. As a result, businesses can connect IPP-enabled printers to the Internet so traveling employees can send documents straight to the office.

Novell's NIP technology takes this further, extending a company's print infrastructure to the Internet without the need to replace printers with IPP-enabled printers. NetWare customers running NDPS would be able to simply add IPP to the Novell Distributed Print Services server.

"About half of our customers have indicated they want Internet-type printing, but most of the current solutions require that IPP printers be deployed. That's a very costly proposition for many of them, and we have now removed that obstacle," Tanner said.

In addition, customers want to track print jobs and manage queuing and printer locations.

"Allowing end users to download the client and install the driver regardless of whether or not they have the NetWare client is very compelling," said Tanner. But this does not mean that Novell is any less committed to supporting and enhancing the client environment. NIP is just another option, and those customers who prefer traditional network-based client printing can continue with that, Tanner said.

While Novell's rollout of the IPP client will be for Windows applications, the company will develop for other platforms as well, he said.

Coming of age

Novell consultant John Kretz, president of Enlightened Point Consulting Group LLC, in Phoenix, said he welcomed the print initiative.

"The whole idea of network printing as it stands at the moment is antiquated," Kretz said. "It's administratively heavy and needs to be more friendly. IPP technology is an enabling, low-level one that will enable companies like Novell to come up with new services for customers and clients."

Novell will demonstrate NIP on a large scale at BrainShare, allowing users with a wireless or hard connection to tie into a LAN. Attendees wanting to print presentations supplied on a CD will be able to go to the BrainShare URL, click on the printers and choose the one closest to them. Non-NetWare customers wanting Novell's IPP will have to install a NetWare server running NDPS at the back end but will not have to deploy the NetWare client to every desktop.

"The solution comes in and is deployed. Nothing changes on the desktop. Users go to an inner Web or intranet, and a link simply shows up giving them printers," Tanner said. "Those [non-NetWare] customers would pay a per-user NetWare license charge for the file and print services provided on the network."

Much of Novell's 90 million NetWare installed base runs NetWare 5.1 and NDPS. While these users might not want to upgrade to NetWare 6.0 immediately, they could find NIP compelling.

Kretz said Novell "had better make the upgrade to 6.0 extremely price-friendly. If they try and gauge the upgrade prices, they're going to find a lot of 6.0 product on the shelf."

Other projects being demonstrated include disk pooling and storage technologies. With these technologies, rather than volumes being tied to disks, all disks in a server or storage subsystems will become part of a disk pool, sources said. A volume that is not tied to a single disk but to the entire network would sit on top of that.

When NetWare 6.0 is installed, each disk will be added to the pool and the volume recreated on the Network File System server. The benefits are that a volume will occupy only as much space as the files on it take up; as files are added to that volume, it will go to the disk pool and consume disk space as needed. The sources said NetWare 6.0 users will be able to map a drive and redirect the file services across the Internet to a server, again moving away from dependency on the desktop client.

Novell customers have embraced this innovation, and Kretz said it will make NetWare 6.0 more compelling.

"We were all really excited some 18 months ago when Novell briefed us on a rough technology around disk pooling and storage. It is a phenomenal capability, as the ability to re-enable or readjust dynamic data storage like this is just so amazing," he said.



To: zwolff who wrote (36150)3/16/2001 4:41:28 PM
From: Spartex  Respond to of 42771
 
Big volume in after markets. >1 million shares. Price steady.

quotes.nasdaq.com



To: zwolff who wrote (36150)3/17/2001 11:18:00 AM
From: PJ Strifas  Respond to of 42771
 
I wish I was attending this year and offer my insights as I have before unfortunately I recently started a new job (as a Directory Engineer) and next week is a busy week for us :)

But I do think that Novell has some very positive news these past few days. What I've been realizing is that shaking its history is nearly impossible. I believe that the more time and effort anyone spends on trying to change something like that is wasteful. As an investor (how is adding at this point) I have choosen to weight this historical "doomsaying" much less than the current state of the company.

The CTP acquisition has some very positive ramifications for Novell. If you look at the "model company" for what I believe Novell needs to be, you'll find a very positive outlook. I'm talking about IBM - if you look at their chart (http://www.siliconinvestor.com/research/chart.gsp?lotemp=&period=52&chart1=none&s=IBM&compare=&time=week&i0=0&chart=line&i1=0&scale=linear&i2=0&i3=0) you'll see a 25% drop in the last 52 weeks where companies like CSCO, LU, NT etc have lost more than 50% of their value. Why does this company hold value better? 30%+ of their revenues come from consulting and consulting is the SALES FORCE for hi-tech companies. You don't hire salespeople like other companies do :)

As for BrainShare, I expect to see some new products and solutions coming our way. NetWare 6 and GroupWise 6 are significant upgrades and will compel many customers to spend money doing so (extending their contracts). I think GroupWise 6 with a few TV ads could attract NEW customers too! I'm also curious to see how Novell is moving to leverage the wireless aspect of GroupWise with wireless carriers (hey, I know Omnisky would be a great company to sell wireless groupware too as a service!).

I'm also predicting more DirXML sales for Novell this coming year. Why? They are finally moving the training from internal only to developers and later this year to customers. This means customers will have the opportunity to have their developers trained on using DirXML thereby allowing customers to develop their own solutions as needed. I'd like to see something of an "open source" movement with DirXML where people offer their work to a community for re-use.....

I've also heard about something called Yellowjacket - don't know if its a product or a service yet but I'm digging :)

And I'm expecting to see some new life out of our old favorite digitalme. Why? Because Scott's back in charge :)

Regards,
Peter J Strifas