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

To: Jim McCormack who wrote (21400)	3/24/1998 11:53:00 PM
From: DJBEINO	Respond to of 42771

Several third-party developers were on hand this week here at Novell's BrainShare conference displaying their wares. This sight was one that pleased Chris Stone, Novell senior vice president of strategy and corporate development. Stone said that strategic partners and third-party developers building applications for the NetWare platform "are absolutely key to Novell's strategy going forward." infoworld.com

To: Jim McCormack who wrote (21400)	3/24/1998 11:57:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 42771

Novell frees up NetWare APIs (from computerworld) Laura DiDio Novell, Inc.'s new corporate strategy, unveiled yesterday at its Brainshare '98 conference in Salt Lake City, is a clear departure from previous years. The effort includes a push to deliver products on time and make its core NetWare application programming interfaces (API) available free to its developers. The company also will aim for closer cooperation with Microsoft Corp. to develop products that integrate NetWare and Windows NT environments. The more than 5,000 people attending Brainshare overwhelmingly cheered the moves. And although you might expect that sort of enthusiastic response from users -- they are, after all, some of Novell's most stalwart and loyal customers -- analysts also reacted positively. Industry watchers haven't been shy about criticizing Novell and its ongoing problems during the past three years. But they said they have been impressed by Schmidt and his management team's ability to realign and refocus the company as they also make tough decisions to get Novell back on track -- including eliminating 1,000 jobs and slashing costs. At yesterday's keynote speech, Novell's strategy and its determination to execute that strategy and deliver products was readily evident for the first time in a long while. Schmidt was relaxed and confident as he ticked off the company's accomplishments on the eve of his first anniversary as CEO and chairman. "There's a new face of networking and it's a human face. To serve our customers' needs, we've realigned our business model, focused our management, and since last Sept. 1, we've introduced a new product every month," Schmidt said. "In 1998, we expect to ship more products than ever before," he said. "And we're on the right path, with the right product mix that includes NetWare 5, BorderManager, NDS for NT, ManageWise, GroupWise and ZENWorks." Referring to the erosion in NetWare's installed base at the hands of Windows NT, Schmidt and Chris Stone, Novell's vice president of corporate strategy, noted that NetWare still commands the lion's share of the installed base of network operating system users, with 3.8 million servers and 79 million nodes installed. They said Novell will fight to keep those customers by offering developers NetWare components for free. The freebies include NetWare schema documentation for directory access; Novell Directory Services API; and NetWare dynamic link library and .exe code. This should help lure independent software vendors back into the NetWare fold by making it easier to build applications for the platform. "I like what I heard. Novell is speaking with one voice, and they're getting their act together. In many areas, especially the directory services arena and clustering, Novell is light years ahead of Microsoft," said Patrick Corrigan, president of The Corrigan Group, Inc., a consulting firm in Tigard, Wash. Jean Bozman, an analyst at International Data Corp. in Mountain View, Calif., said she was impressed by Schmidt's ability to grasp the issues and move quickly to refocus the company. "Schmidt clearly understands the meat and potatoes issues that are of most concern to NetWare users. ... All of the new product moves and strategies illustrate just how connected he is to the issues. "He's working hard to get Novell's house in order and doing a good job so far," Bozman added. Yesterday's speeches and sessions were jam packed. As a matter of fact, so many people crowded in to hear the keynote speech in a ballroom that holds 3,000 that fire marshals came to clear the hall. Schmidt and his management team of Glenn Ricart, chief technology officer, and Stone, were interrupted several times with applause. Likewise, many sessions -- especially those focused on NetWare integration with Windows NT and security -- were packed. Demand for many topics was so high that Novell had to repeat sessions up to three times to accommodate everyone.

To: Jim McCormack who wrote (21400)	3/25/1998 10:14:00 PM
From: Joe Antol	Read Replies (2) \| Respond to of 42771

Hi Jim. Wow, what a Barron (pun intended) thread <g>. I guess I'll have to contribute "something". Okay, how about some Chicken Philosophy 101: --------------------------------------------------- The "main question": "WHY DID THE CHICKEN CROSS THE ROAD?" (Here's some intelligent answers IMO (like we're "all" looking for in this great mystery of life ((and methods for increasing revenue) .... <g>)) KINDERGARTEN TEACHER: To get to the other side. PLATO: For the greater good. ARISTOTLE: It is the nature of chickens to cross roads. KARL MARX: It was a historical inevitability. TIMOTHY LEARY: Because that's the only trip the establishment would let it take. SADDAM HUSSEIN: This was an unprovoked act of rebellion and we were justified in dropping 50 tons of nerve gas on it. JACK NICHOLSON: 'cause it f___ing wanted to. That's the f___ing reason. RONALD REAGAN: I forget. CAPTAIN JAMES T. KIRK: To boldly go where no chicken has gone before. HIPPOCRATES: Because of an excess of phlegm in its pancreas. ANDERSEN CONSULTANT: Deregulation of the chicken's side of the road was threatening its dominant market position. The chicken was faced with significant challenges to create and develop the competencies required for the newly competitive market. Andersen Consulting, in a partnering relationship with the client, helped the chicken by rethinking its physical distribution strategy and implementation processes. Using the Poultry Integration Model (PIM), Andersen helped the chicken use its skills, methodologies, knowledge, capital and experiences to align the chicken's people, processes and technology in support of its overall strategy within a Program Management framework. Andersen Consulting convened a diverse cross-spectrum of road analysts and best chickens along with Anderson consultants with deep skills in the transportation industry to engage in a two-day itinerary of meetings in order to leverage their personal knowledge capital, both tacit and explicit, and to enable them to synergize with each other in order to achieve the implicit goals of delivering and successfully architecting and implementing an enterprise-wide value framework across the continuum of poultry cross-median processes. The meeting was held in a park-like setting, enabling and creating an impactful environment which was strategically based, industry-focused, and built upon a consistent, clear, and unified market message and aligned with the chicken's mission, vision, and core values. This was conducive towards the creation of a total business integration solution. Andersen Consulting helped the chicken change to become more successful. LOUIS FARRAKHAN: The road, you see, represents the black man. The chicken 'crossed' the black man in order to trample him and keep him down. MARTIN LUTHER KING, JR.: I envision a world where all chickens will be free to cross roads without having their motives being called into question. MOSES: And God came down from the Heavens, and He said unto the chicken, "Thou shalt cross the road." And the chicken crossed the road, and there was much rejoicing. FOX MULDER: You saw it cross the road with your own eyes. How many more chickens have to cross the road before you believe it? BILL CLINTON: I did not have an improper relationship with that chicken. RICHARD M. NIXON: The chicken did not cross the road. I repeat, the chicken did NOT cross the road. MACHIAVELLI: The point is that the chicken crossed the road. Who cares why? The end of crossing the road justifies whatever motive there was. JERRY SEINFELD: Why does anyone cross a road? I mean, why doesn't anyone ever think to ask, "What the heck was this chicken doing walking around all over the place, anyway?" FREUD: The fact that you are at all concerned that the chicken crossed the road reveals your underlying sexual insecurity. BILL GATES: I have just released the new Chicken Office 2000, which will not only cross roads, but will lay eggs, file your important documents, and balance your checkbook. OLIVER STONE: The question is not, "Why did the chicken cross the road?" Rather, it is, "Who was crossing the road at the same time, whom we overlooked in our haste to observe the chicken crossing?" DARWIN: Chickens, over great periods of time, have been naturally selected in such a way that they are now genetically disposed to cross roads. EINSTEIN: Whether the chicken crossed the road or the road moved beneath the chicken depends upon your frame of reference. BUDDHA: Asking this question denies your own chicken nature. RALPH WALDO EMERSON: The chicken did not cross the road .. it transcended it. ERNEST HEMINGWAY: To die. In the rain. COLONEL SANDERS: I missed one? ------------------------------------------------------------------ Yep, I just loved MSFT's pre-announce, and ORCL ain't doin' too bad either. Regards, Joe...<G> Happy Brainshare!!!