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

To: Jack Whitley who wrote (19500)	1/9/1998 12:19:00 AM
From: Scott C. Lemon	Respond to of 42771

Hello Jack, Nice post ... good information. I have to say that i have not studied the investment opportunities with Nortel, but I did buy Lucent back at 39/share ... I don't even question their success. Read through their web site and they are just too involved in too many leading edge areas. I also think they do a tremendous job of leveraging their installed base with their technology and that they also develop strong platforms for future technologies and products. > But I'm not in denial, that article does not help, and I would hope > Scott and Adrian would alert the Novell group for a FAST response. I don't believe that we have to ... things are changing at Novell! ;-) Mr. Roth says: > first was the growth of wireless, which is becoming tremendously > pervasive. We are still very early in the life of this technology, > and new applications, such as the one we are launching with > Teligent [LLC], which uses wireless for broadband links to > buildings, is just one example of what is still to come. The > wireless segment will continue to be a strong growth component for > the industry. I absolutely agree here. This is one area that I am actively exploring for investment. I think that we are just beginning to see the presence of wireless technologies in our lives. Cellular changed everything with the ability to move from "broadcast" satellite to more of a two-way "microcast" in cells. > The second wave is the growth of IP [Internet Protocol] networks, > which is the protocol used for most PC to PC or PC to server, > whether it's on the Internet or just an extension of data over a > wide area network. Here, I would have to say that I agree, but not completely. I don't believe that it's IP itself that is the value, but that IP is more of an enabler of value. Once IP became the "standard" it allow for the development of real value - the protocols that operate on top of IP. HTTP (for the web) and LDAP (for directories) and now IMAP4 (the next generation mail protocol) all exist because of IP. Now I believe the real value is in increasing the efficiencies of these protocols. He says: > If you look at what people call the World Wide Wait, the capacity > of the Internet has in no way kept up with the demand. This is a > tremendous opportunity for our company to take our skills and help > build a network that has more of the characteristics of the > dial-tone network than the Web network. This is where technologies like BorderManager start to move up the ladder to improve upon the protocols like HTTP by creating new models of data transfer - away from packet routing and towards object and content routing. This is possible because of IP, but really because of HTTP. > I see a place for Novell in the above scenario. I'd be interested > to see what Scott Lemon or Adrian think about the above and do the > people at Novell see the guargantuan possibilities. Look at the press release about UtahLink at: novell.com This is the real scalability possible when you improve upon the current Internet model ... > Also, guys, I step up to the plate for Novell on this thread, > because I am thinking long term, not trying to trade. I feel the same way about my contributions at Novell ... I'm not at Novell to be a job-jumping money chaser ... I'm here to contribute to long term success. > I wish everyone at Novell would work everyday thinking of this > possible skunkworks scenario, with that sense of urgency. They are an amazing company ... I don't know anyone that doesn't think so! ;-) > jww > > (by the way, to answer a question, Lucent can use "pooling of > interest" accounting for aquisitions starting in October 1998, I > can't believe the great Barrons said "late 1998") I can't wait for my Lucent investment to take off! Scott C. Lemon