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

To: Paul Fiondella who wrote (20003)	2/6/1998 1:04:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 42771

...and Netscape's portion of Novonyx. Still unclear to me if that's 50%, 20% or 1%. I believe the reason behind the Novonyx secrecy is that Novell knows it never would of flied with shareholders. sf

To: Paul Fiondella who wrote (20003)	2/6/1998 1:11:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 42771

Hi Paul - Yes that might be a good purchase if Novell can negotiate a good price and more importantly package a product that our customers will buy! I am sure they have the cash resources to do the purchase but I am not certain Novell can develop an aggressive marketing program for the new product. It might just be more cost effective to license the product in some cross license arrangement. In fact they may be working on such a licensing deal with Sun Microsystems as we speak. EKS

To: Paul Fiondella who wrote (20003)	2/6/1998 8:58:00 PM
From: Joe Antol	Read Replies (1) \| Respond to of 42771

***** OFF TOPIC ******** Paul, re: what I'm saying about CS........... <<<<<<<< Gaps in Compaq Enterprise Plan By Karen J. Bannan January 30, 1998 2:55 PM PST PC Week Compaq Computer Corp. is well on its way to becoming a serious enterprise vendor, but it still has some holes to fill. Even after its $9.6 billion acquisition of Digital Equipment Corp., Compaq will need to add key server, storage and networking technology to its arsenal to mount a serious enterprise challenge to IBM and Hewlett-Packard Co. Compaq dominates the low-end server market with its ProLiant line, but its offerings are soft in the midrange, analysts said. The Houston company addressed that dilemma last week with the announcement of its E2000 Platform Architecture. Based on Intel Corp. processors and ServerNet clustering software from Compaq's Tandem subsidiary, the E2000 initiative promises to produce Intel-based systems that perform comparably to RISC/Unix and mainframe systems, officials said. The first products based on the technology are expected to ship this year. No pricing has been set. Compaq will look to Digital's AlphaServer to fill the high end of its server offerings. However, some industry watchers are skeptical about Compaq's commitment to Alpha once Intel finishes its 64-bit Merced architecture over the next two years. "Compaq is completely committed to Intel's architecture," said Amir Ahari, an analyst at International Data Corp., in Framingham, Mass. "I don't see a reason to go forward with the [Alpha] product line once Merced comes out, but until then, Compaq is in a holding pattern." In terms of storage, both companies have strong stand-alone offerings, but both lines lack high-end enclosure products that provide multiple storage libraries with high capacities and easy administration. This could lead to more acquisitions in the long term, with some observers speculating that Compaq has its eye on open-systems storage leader EMC Corp. Officials at both companies declined to comment on the speculation. With the explosion of the Internet, Compaq still must make strides with its networking and communications business. The company has made a handful of networking acquisitions over the past three years, but the jury's still out on the success of the company's networking division. Some analysts speculate it will take another big acquisition--a Bay Networks Inc. or a Cabletron Systems Inc., for example--to make Compaq a major networking player. Despite the gaps, many analysts believe Compaq and Digital make a formidable pair. "Forget what they don't have--this agreement makes it easier for people to buy from Compaq," said Jerry Sheridan, an analyst at Dataquest Inc., in San Jose, Calif. "You'll see fewer, more knowledgeable sales reps calling on customers and delivering exactly what they need."