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

To: BP Ritchie who wrote (19029)	12/10/1997 6:03:00 PM
From: Marc Newman	Read Replies (2) \| Respond to of 42771

Hope this wasn't posted earlier today: news.com I find I'm suddenly interested in any article that mentions web caching, which must mean that I'm close to buying NOVL shares. From the piece: In the Intel-based server systems space, Novell executives believe they could offer a cheap alternative through use of the company's BorderManager FastCache software. Shipment of the caching tool was announced today at fall Internet World '97, with the software priced at $995 per server. Novell executives said discussions with third-party hardware companies such as Compaq Computer are ongoing to provide dedicated "cache server" bundles. "We have tremendous interest among the hardware partners," Patrick Harr, a product manager at Novell, said. "We are actively working with several key vendors." Novell, like other entrants in the cache systems space, realizes the goals are simple. "Caching is all about one thing: improving speed and lowering costs," Mike Dowling, a Novell marketing manager, said.

To: BP Ritchie who wrote (19029)	12/10/1997 6:09:00 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

BP Ritchie: I am not a Novell rep and have been in contact with them locally. Know all the reservations about Novell, etc. What's going to really kick this thing in the right direction is the realization that a thick-client not the best way to go. The Pentium hogs we have under our desks take up too much space, burn out frequently, cost a lot to administer and are not as secure as they should be. Sure, the prices are coming down, but do we really need 62 megs, 4.5 gigs, and enough Mhz for all the full motion sound and video we will never need or use. This is a 400+ user network. They have MS-Office deployed everywhere. Zero plans for Java apps at present - but looking at the other side of the equation - among members of this exchangewe we have major broker dealers seriously either looking at or embracing Java. The NC thin-client would be a better way to go for our needs. Let the server do all the work, etc. - which, by and large it does if you factor in all the vendors that are linking into NT - but we still need these hogs because they have to suck in and run on NT. This sale is not closed. It's going to take more real demonstrations to even get NDS in the door. The internal NT guy is protecting himself, thinking he's won the war and all is well - but Novell is still there humming along. This will be a toss up - with Java and thin clients pushing the balance in Novell's favor. On a separate subject, it's very interesting to note the different views of those who participated at Comdex: to an NT partisan the show was great for MS. To the Java/NC partisan it was great for them. We are at a major crux in the market and the momemtum is shifting toward Novell. Good luck!