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

To: Jack Whitley who wrote (19017)12/10/1997 8:14:00 AM
From: BP Ritchie  Read Replies (1) | Respond to of 42771
 
Welcome back, Jack! ... Ascend & IP opportunity, applies to Novell too, maybe even better (in terms of technology).

Probably the biggest opportunity for Networking Software there has ever been ... 'routing' functions on Intel boxes is Novell's to take right now ... there's almost no viable competition. This is one of the reasons that I thought an Intel/Novell merger would be a good deal for both companies ... the other substantial opportunity comes from the Wolf Mountain code.

Imagine if these functions were 'embedded' in ROM on Intel Motherboards, or just chipsets available to all Motherboard designers.



To: Jack Whitley who wrote (19017)12/12/1997 12:54:00 AM
From: Scott C. Lemon  Respond to of 42771
 
Hello Jack,

>Check out ASND, a nice pop the last week, with some major carrier
>class Frame Relay and ATM modules released. We've gotta have a
>bigger IP backbone and ASND fills some niches CSCO can't.

I'm guessing that you also saw the buy-out rumors from my favorite company ... Lucent! It seems that Lucent made quite an offer for ASND.

Go LU! ;-)

Scott C. Lemon


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