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

To: EPS who wrote (21458)	3/30/1998 2:47:00 AM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello Victor, > I follow your technical posts with interest. I appreciate that ... lately I've been far to busy to post as much as in the past. I try to catch up on posts as much as possible ... > I would like to know your opinion on possible > companies that NOVL could be interested in > adquiring, and of course the rationale for such. ;-) I have no real ability to know what "NOVL" is doing in the area of acquisitions. I have my own opinions on developing markets and where technology is taking us. But these are merely my opinions. I am currently fascinated by several developing areas of technology and products. I've noticed that Internet "fads", if properly detected, can be capitalized on and moved into business usage. I really like Internet multimedia streaming companies, like RealNetworks (RNWK), because the uses in both public and corporate environments are growing quickly. I believe we are witnessing the "AM Radio" of Internet broadcasting and there are only a couple of companies that are jumping in with clients, servers, and content. I bought RNWK at $14.25 ... someone else seems to think this is a good buy! ;-) Another market that I am watching is the delivery of high quality audio. I recently began experimenting with a technology called MP3, which stands for MPEG Layer 3 ... an encoding method. It is truly amazing stuff. You can find more at mp3.com although for the time being I can't find an investment to make in this area. There are a number of rumored vendors that will be releasing MP3 players, both solid state and CD-ROM, that I believe will be popular. I've recently been doing a lot of research into wireless technologies also. I recently did some public presentations at Brainshare on 802.11 wireless technologies and I am watching several companies in this space. One of my all time favorites, Lucent (LU), is a supporter of the 802.11 standard. This is a high-speed (2Mb) "nanoCellular" technology that can be used in business, public, and home use. I see this market exploding much like the Ethernet (802.3) standard impacted the LAN market. 802.11 addresses "local area mobility" or the ability to roam within a building or location with extremely good connectivity. I don't know of any other IEEE standard technology that addresses this space. (And yes ... I have this technology at work and home! ;-) The last area that I am presently very interested in is the growing Internet Real-Time Collaboration market. There are various vendors pursuing this market, from Microsoft to Sun to Activerse to Mirabilis. I believe that distributed corporations and telecommuting will drive the development of these products into high quality solutions for collaboration and the creation of virtual communities of friends and co-workers. Directories, I believe, will have a tremendous impact in this area. Related to this I have been using CU-SeeMe for years now ... amazing video conferencing over the Internet! I've bought shares in White Pine (WPNE) although they have been sitting around $3 or less for quite sometime. It is a very good product, I believe they have the best solution today in the server market ... None of this is meant to be any form of investment advice ... I'm a high tech junky and like to try and forecast what people will want and expect. I know that none of this relates to what Novell is doing, but these are interest points for me! > Regards > > Victor Scott C. Lemon