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


To: Spartex who wrote (21637)4/10/1998 6:52:00 PM
From: ToySoldier  Read Replies (1) | Respond to of 42771
 
Sorry Quad, I don't understand his logic about NetWare 5 increasing demand for NetWare 4. That might have been true earlier on but as NetWare 5 get close to release, NetWare 4.11 will begin to slow down.

I do agree with him that NDS is the key linchpin for all his company's other products. I am totally in love with NDS! Companies that sit down and truly understand what a mature Directory Service like NDS can do for them, they can't refuse to implement it. Just putting out a Directory Service on the market (like MSFT plans on doing next year) is not enough. Active Directory will have a lot of maturing and acceptance gathering before it can even come close to the support and maturity that NDS has now.

ToySoldier



To: Spartex who wrote (21637)4/10/1998 10:39:00 PM
From: George Papadopoulos  Respond to of 42771
 
NDS and Border Manager 1998 Products of the Year
Network Magazine

networkmagazine.com

DIRECTORY SERVICES
Novell
Novell Directory Services

Available since Novell's first release of NetWare 4.0, Novell Directory Services (NDS) is now a mature, widely
available, distributed directory service that has a global, all-encompassing view of the network. Now, when a new
person joins the organization, the network administrator needs to create the user's account only; access can be
granted to whatever servers and volumes are deemed necessary. Similarly, if a user leaves the organization,
administrators need to go to only one place to delete the account, rather than remember all the servers on which
the user had accounts.

As more networks come to have both NetWare and Windows NT-based servers, network administrators once
more wish for a single directory that can manage their whole network. To answer that need, Novell recently
developed NDS for Windows NT, which allows Windows NT domains to be part of the NDS directory tree. NT
domains show up as containers in the NDS directory tree; administrators can give users access to NT servers
and directories as easily as they could grant access to NetWare servers and volumes.

Synchronization between the NDS directory and the NT domain controller is bidirectional, so if a new user
account is created in an NT domain, that account is incorporated into the NDS directory tree automatically.

With this product, Novell shows that it realizes not everyone is running NetWare anymore, but it wants to make
sure customers have a unified directory-no matter what operating system they're using.

Novell, 1555 N. Technology Wy., Orem, UT 84097, (801) 861-7000, www.novell.com.
--------------------------------------------------
PROXY SERVER
Novell
BorderManager

It used to be that a good proxy server would cache frequently accessed Web pages, block access to predefined
URLs, and serve as a central point for internal end users to pass through on their way to the Internet. How things
have changed in the last year.

Now, to distinguish one proxy server from another, companies are adding features that almost make the label
proxy server obsolete. Novell has taken this product niche and gone many levels above what anyone else is
doing.

Yes, Novell BorderManager features FastCache, which will load pages up to 200 times faster than going out
across the Internet to the remote site will, but this is only the beginning of Novell's offering.

BorderManager also includes network address translation support, which eliminates the need for each internal
client to have a unique IP address, while at the same time conceals internal IP addresses from the outside world.
It also includes some firewall capabilities, an IP/IPX gateway, and even some virtual private network features.

Tight integration with Novell Directory Services (NDS) is one of BorderManagers most attractive features,
allowing administrators to keep all users under the same tree.

So you say you're not a Novell shop? There's no need to worry because BorderManager comes with a two-user
license for IntranetWare 4.11.

BorderManager is one step in Novell's much-anticipated foray into the world of Internet technologies, and from
the looks of things, the company's doing just fine.

Novell, 122 E. 1700 S., Provo, UT 84606, (801) 861-7000, www.novell.com.



To: Spartex who wrote (21637)4/10/1998 10:50:00 PM
From: George Papadopoulos  Respond to of 42771
 
John Slitz Marketing responds to questions again

Ask John Slitz

novell.com

In the November 1997 issue of NetWare Connection, John Slitz, senior vice president of
Marketing at Novell Inc., offered to answer your questions about Novell's marketing efforts.
This article presents some of the most interesting questions submitted and includes John's
responses.

MARKETING IN KUALA LUMPUR

Dear John Slitz,

I have two questions:

I live in Kuala Lumpur, Malaysia, where upper management has a strong mind-set that
Windows NT Server is the best product to use. People have even been saying that
Novell is dead. How does Novell plan to overcome this mind-set problem?

Novell needs to make upper management realize that they are missing competitive
advantages for their company by not understanding Novell. What is Novell doing to
market its products to upper management--especially in Malaysia?

TK Ong

Thanks for your questions. It's good to hear from one of our customers in Malaysia. To answer
your questions--

Novell is far from dead. Today, Novell is the largest provider of networking software,
the fifth largest software company in the world, has more than 79 million users, $1
billion in cash with no debt, and a $20+ billion network economy that relies on our
software.

The technology industry is rapidly moving toward the area of Novell's greatest
strength: network computing. Novell is the company best positioned to capitalize on
the opportunities these trends provide for a number of reasons including the
following:
Manageability. With five years of directory leadership and 33 million NDS
[Novell Directory Services] users, Novell delivers the foundation of
manageability on the network.
Partnerships. Novell has strong partnerships with the market leaders in the
network computing industry, including Compaq, IBM, Oracle,
Hewlett-Packard, Netscape, Sun, Fujitsu, and Computer Associates. Moreover,
Novell's 27,000 channel partners and more than 400,000 certified
professionals worldwide give Novell a tremendous strength and presence in
the market.

Novell also continues to add major new customers to a customer list that already
reads like a who's who of Global and Fortune 1000 companies. Examples of new
customers signed within the past six months include Gillette, Colgate, International
Bank of Commerce, United Airlines, Dell Computers, Sprint, Toshiba International,
U.S. West, Sumitomo Bank Limited, Amway Corporation, and New Zealand
Cooperative Dairy Company, to name a few.

We will continually communicate Novell's advantages and successes to the press,
analysts, channel, and customers, while we continue to deliver quality,
award-winning products and solutions to the market.

Novell is focusing significant marketing efforts toward upper management, and we
will be more focused and consistent in our communications to them. We will
communicate network solutions with clear delineation of our competitive advantages.
Novell understands that line of business and senior executive management need a
better understanding of what we offer and how we can help their businesses prosper.
To this end, Novell is launching a new strategy that is focused on helping business
managers and executives understand how network infrastructure and services bring
value to the business. Called Total Value Networking, this strategy helps business
leaders understand how their network and IT resources can be value centers, rather
than cost centers. It's all about looking at network investments from a business
perspective.

John Slitz

ADVERTISING ON TELEVISION

Dear John,

I have a few questions regarding Novell's marketing efforts:

How is Novell going after top decision makers? Is Novell considering any television or
radio advertising on business-related stations?

Is Novell giving its CNEs and Certified Novell Administrators (CNAs) any incentive to
continue their education? Also, what is Novell doing to attract prospective CNEs and
CNAs to its certification programs? Everything I read seems to indicate that most people
entering the networking field are jumping on the Microsoft Certified Systems Engineer
(MCSE) and Microsoft Certified Professional (MCP) bandwagon.

Does Novell plan to add any bells and whistles to its product lines, including a GUI
server interface and a fax server? These simple, inexpensive, enhancements are often the
deciding factors in whether or not a network operating system sells.

Matthew S. Gill

Thanks for your questions. I have actually been expecting at least one of our customers to ask
me a question about advertising on television!

Novell has made a firm commitment to advertising and to being consistent across all
mediums with its messages. For example, we are now targeting upper management in a
new, sharply focused print campaign in select business publications. Our latest ads
use customer testimonials to appeal directly to senior IT managers and the executives
they work for. You may have seen the first ad in this series, featuring the senior IT
manager of Dominos Pizza, in the Wall Street Journal and other business publications.
All Novell ads are now keenly focused and consistent in look, feel, and message. We
are driving home the point that Novell is relevant again, and that more than ever we
have the solutions that make networks work for customers.

Many of our resellers and education partners advertise on radio around the country,
and we continue to look closely at the costs and benefits of television and radio
advertising. At this point, we don't feel that advertising in these media is the most
effective way to reach our target audiences. Something we are doing to expand our
reach is to place more executive interviews in influential trade magazines such as CIO
and Information Week, and in more general business publications such as Business
Week. These placements will add to the strong improvement in positive press coverage
that we have achieved over the past several months.

The noise you're hearing about the MCSE and MCP bandwagon can be easily
misunderstood. Novell is still the clear leader in certification, and we continue to
certify thousands of new CNEs and CNAs each month. Microsoft has published some
misleading comparisons between all of their certifications and the CNE certification,
but Novell is number one in both new and existing certifications. Since Windows NT is
a relatively new phenomenon, it makes sense that many networking professionals are
earning dual certifications these days. In fact, we are taking advantage of this trend
with some great NetWare and Windows NT integration courses. These courses, along
with our new Internet certifications, are delivering added value to our education
channel and keeping Novell certified professionals ahead of the technology curve. We
will soon introduce online courses that allow networking professionals to study for
certification tests from their home or office.

We are also using the Internet to communicate with our CNEs after they have become
certified. Check out our new CNE Net World-Wide Web site (http://cnenet.novell.com).
We recognize that the army of Novell certified professionals is one of our greatest
strengths, and we will leverage that strength in a series of new programs rolling out in
1998.

Novell is in the process of delivering powerful capabilities across our entire product
line. You will see a GUI server interface in NetWare 5, and you will find an integrated
fax server in the next version of NetWare for Small Business. In addition, Netscape
FastTrack Server for NetWare will ship as an integrated component of NetWare 5. You
can also count on other new NetWare 5 features such as pure TCP/IP and a Java
Virtual Machine to power our future growth.

John Slitz

KEEP YOUR QUESTIONS COMING

Since we have received such a positive response to the "Ask John Slitz" column, we are
expanding this column. We have asked other members of Novell's marketing team to help
answer your questions. John Slitz will continue to answer questions about Novell's overall
marketing strategy, and the appropriate marketing manager will answer your questions about
specific marketing programs. For example, Bryan Clark, manager of Novell's CNE Net program,
will answer your questions about how Novell supports CNEs.

If you want to submit a question to John Slitz and his marketing team, visit NetWare
Connection's web site (http://www.novell.com/nwc). You can also send an e-mail message to
nwc-editors@ novell.com, or you can send a fax to 1-801-228-4576.

NetWare Connection, April 1998, pp. 6-8



To: Spartex who wrote (21637)4/10/1998 10:56:00 PM
From: George Papadopoulos  Read Replies (1) | Respond to of 42771
 
Novell's CTO Predicts How Gigabit Ethernet Will Change Networking

Dr. Glenn Ricart

novell.com

NetWare Connectionrecently interviewed Dr. Glenn Ricart, chief technology officer (CTO) at
Novell Inc. Because Glenn is responsible for the development of Novell's current technologies
and for shaping its future technologies, NetWare Connectionasked Glenn to predict how
Gigabit Ethernet will affect the networking industry. We also asked Glenn to describe how
Novell will take advantage of Gigabit Ethernet.

In this article, Glenn explains why he believes Gigabit Ethernet will be the catalyst for the
"fabled convergence" of voice, video, and data. Glenn also predicts that Novell will be a leader
in acting on this Gigabit Ethernet impetus because Novell has the fastest networking software
available. As a result, Novell's 79 million users, most of whom have Ethernet networks, are
well-poised to upgrade their 10 Mbit/s or 100 Mbit/s connections to Gigabit Ethernet--a step
that Novell itself is already taking.


NC:
What effect will the standardization of Gigabit Ethernet have on the
networking industry?
Glenn:
I think the most important thing about Gigabit Ethernet is that people had
believed, until recently, that we were going to hit a limitation in local wiring
at about 100 Mbit/s. What we're seeing with Gigabit Ethernet is a
networking technology that can deliver high-quality voice and video
directly to users' desktops. And that means we're going to see the fabled
convergence of voice, video, and data connections. Gigabit Ethernet
finally provides enough bandwidth to really make that combination of
connections happen--even with multiple streams.

Gigabit Ethernet--and this is an important point--will give rise to a new
generation of Internet protocols. Internet protocols were designed for a
56 kbit/s backbone, so you now get 56 kbit/s to each workstation.
Because Internet protocols were designed for that older world, they can't
really use the speed Gigabit Ethernet offers. For example, the ability of IP
to use Gigabit Ethernet is severely limited. IP cannot take full advantage of
gigabit speeds because of the amount of overhead IP generates. So the
new generation of Internet protocols will be designed to work well over
fast connections.


NC:
How will Novell be affected by this "fabled convergence"?
Glenn:
Novell, being an historic leader in networking protocols, will be among the
first to help define and make the new generation of Internet protocols
work. And these protocols will allow you to merge video, voice, and data
seamlessly over the network. The result will be a series of communications
appliances as opposed to separate telephones, televisions, and computers.

Because Novell is such an important player in the Internet space, I think
the standardization of Gigabit Ethernet and the subsequent convergence of
these currently varied connections are going to be very positive for us. We
are not a company that is beholden to voice, video, or data. Therefore,
we arethe logical beneficiary of this convergence.


NC:
How will Novell's current and future technologies change to
accommodate Gigabit Ethernet?
Glenn:
Very little, actually, because we already have the fastest networking
software on the planet. Novell alone needs Gigabit Ethernet; no other
networking company has servers that can use more than 100 Mbit/s at this
time. Novell is the only company that can actually take advantage of the
speed of Gigabit Ethernet.

For example, Novell's BorderManager FastCache is many times faster
than any other proxy cache server because our networking software is so
good at moving things off networks. In tests conducted at Novell's facility
in Provo, Utah, one BorderManager FastCache server saturated 31/2 100
Mbit/s Ethernet ports. Normally, a server doesn't come with four network
interface boards. So what's the solution? Gigabit Ethernet. We need
Gigabit Ethernet to support the speed that we're building into our
products.


NC:
Will Novell conduct tests to determine how NetWare compares to
other network operating systems when using Gigabit Ethernet
connections?
Glenn:
We're always happy to talk about the kind of performance we get, which
is completely outstanding. However, it's always somewhat suspicious if we
release test results regarding the performance of other network operating
systems. There are a lot of independent labs that do these comparisons,
which we plaster on our walls because we always win. So we'll let them
do the testing. But I can tell you this before they do: We will win on
speed.


NC:
Does Novell have plans to use Gigabit Ethernet in its own facilities?
Glenn:
Our oldest facility, the Provo facility, has been wired with 10 Mbit/s
Ethernet for more than a decade. We have already upgraded selected
servers and places where higher bandwidth is needed to 100 Mbit/s, but
we have decided to put in a new, uniform Gigabit Ethernet infrastructure.
We are wiring our Provo facility right now with Gigabit Ethernet to the
desktop. During 1998, we're going to install 15,000 Gigabit Ethernet
connections in our Provo facility.

The facility in Orem, Utah, where my office is located, has been running
100 Mbit/s for more than two years, so we're in comparatively good
shape. But over time, Novell is going to be focusing its energies in Provo,
where we're constructing a new building, Building G. Of course, Building
G will be wired with Gigabit Ethernet. In about two years, when
construction is completed, I'm going to trade my 100 Mbit/s connection at
the Orem facility for a Gigabit Ethernet connection in Building G.

Novell is one of the leaders in installing Gigabit Ethernet, but we're
probably not more than two to four years ahead of the rest of the
networking industry. I think you'll see that the adoption rates for Gigabit
Ethernet will be comparable to the adoption rates for Fast
Ethernet--which is to say, faster than most of the network
ing industry predicted. In fact, I've been predicting network events since
the early 1980s. The only thing that has been absolutely consistent about
all of my predictions is that they have not been aggressive enough.


NC:
Do you think Novell's customers will use Gigabit Ethernet for
backbone connections?
Glenn:
To me, this is a no brainer. If you are putting in a backbone on a new
network, you'll want to use the highest speed available. Right now, that
means Gigabit Ethernet over copper or fiber.


NC:
Which would you choose for backbone connections--copper or fiber?
Glenn:
I'm a big believer in fiber. When I was at the University of Maryland about
eight years ago, I rewired the university with fiber. We put fiber in every
office, classroom, and laboratory, making the university the world's largest
fiber installation. Unfortunately, the University of Maryland is probably still
the world's largest fiber installation. Fiber for local wiring has not yet taken
off. Electrical connections are much less expensive.

Even so, I would install fiber for backbone connections because weare
nearing the end of copper bandwidth charts. With Gigabit Ethernet, we've
extended copper capacity farther than many people thought possible. But
we are just beginning to tap the bandwidth that can be accommodated
over fiber. So I'd rather run on fiber at a lower rate than fiber can
accommodate, knowing that I can upgrade to higher speeds.


NC:
Will most network administrators need to upgrade their company's
cabling system for Gigabit Ethernet?
Glenn:
It depends on what they're currently using and when they installed the
cabling system. There are a large number of backbone fiber connections
but not many desktop fiber connections. At Novell's Provo and Orem
facilities, for example, we use fiber for backbone connections and to
individual labs, but we use Category 5 UTP [unshielded twisted pair]
cable to the desktop.

However, many companies don't §yet have Category 5 UTP cable to the
desktop. Companies upgrade their cabling system pretty slowly--on
average, every 15 years. The copper cable everyone originally installed
was what we now know as Category 3 UTP cable, which doesn't support
Gigabit Ethernet. For about the last four years, companies have been
installing Category 5 UTP cable, which does support Gigabit Ethernet
under the 802.3ab specification now being developed. That means anyone
who installed a cabling system more than four years ago might have to
upgrade this cabling system to support Gigabit Ethernet.

The good news is, when network administrators install a new cabling
system and upgrade to Gigabit Ethernet, they won't outrun us because
NetWare is so fast. We know, and our customers know, that Novell has
the highest-performing solution on the plane.


NetWare Connection, April 1998, pp.26-27