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

To: Mark A. Forte who wrote (36574)	5/22/2001 1:30:40 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

Yes but Novell is in the sweet spot with its directory technology interactive.wsj.com This is from a recent Wall St Journal piece on how B2B ecommerce is evolving. According to the article, web based third party auction sites for paper clips etc. are giving way to fully integrated purchasing systems where the enterprise permits its vendors to have selective access to its production materials inventory in order to monitor just in time shipping etc. This twist on ecommerce builds upon already existing relationships and seeks to make them more cost efficient. Novell's directory permits this access to be secure. Combining eDirectory with DIRXML gives an enterprise some powerful businees efficiency tools to use in B2B. Novell isn't like DEC. DEC had already made many a decision to stick with proprietary OS standards even in the face of UNIX and PC growth. Novell has become a champion of open industry standards, even using LINUX where it made more sense than building upon Netware. So I think the author of that article about CAP is completely wrong. The merger is all about getting more bodies out there into the enterprise to build directory based applications for the 134 million Novell clients already in place. Building upon this base and extending your directory as an enterprise standard is not stupid, it''s very business smart.