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

To: Scott C. Lemon who wrote (23339)	8/3/1998 12:54:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

Scott: Thanks for sharing some of your insights. They confirm a vision I've had for Novell all along: by taking leadership in Network Services they, by default, will become "leading edge". But this is not a dumb default victory enjoyed by Windows. This will be a strategic victory prepared for and planned through years of developments in NDS, BorderManager, ZEN, Managewise, etc. We all love the internet, but Novell is THE ONLY ONE entering this new "edge space" with a singleminded strategy that tap into the power and energy within the corporate enterprise - by making the "unbundling" of enterprises - which WILL happen...and accelerate quickly in the months ahead - go more smoothly - without anarchy, duplication, loss of security, etc. The first phase of the Internet is well over: simple incorporation of browsers, websites, static information and e-commerce tools. The next phase - drilling down into the corporate enterprise to make internal information and communication "live and interactive" - for the new IP protocols (eg. data, video, voice streaming) will require technology that Novell has been building and perfecting for years. And Novell will have this "space" by themselves for 1-2 years - a lightyear on "Internet Time". >>I don't know of any NDS powered search engines today ... but I do agree that you are on the right track. I still believe that Directories will become a more important part of our lives than the web.>> Directories will become the Yahoos of Corporate Enterprises that chose to unbundle and extend the value of their franchises by embracing the Internet more directly. Populating directories with information on the entire market - clients, tastes, objects, relationships, partners - will be a huge great technology opportunity. Directores, fundamentally, are far more important than desktop because their stored intelligence to authenticate, enable, access, factor and unbundle all that's inside - by definition - CONTROLS what's on the desktop. How about the power of Directories to guide and control the distribution of intelligent objects that really do things that improve processes, etc. Now the desktop becomes redundant. The desktop will go the way of the typewriter. Sure we will all have to use keyboards - but those keyboards will be much more powerful BECAUSE of the power built into technolgy that "lives on the edge." To reiterate on a thought shared earlier, Novell is going upstream from Microsoft at a time when Internet-enabled Network Services will become the next technology bonaza. As a corporation, if you are planning to wait for Active Directory in 5.0 - if you don't realize this now - you and your Enterprise will miss out on your own potential unbundling bonaza - if you don't open up and unbundle you will be dead anyway. Competion that IS open will destroy you. Waiting for AD exposes enterprises to "Active Death" - the wait is too long and cannot be justified especially when companies begin to realize the apps and other good things are being developed on the NDS platform. My guess is that Gates' is still placing great deal faith on a fundamental assumption that's central to his strategy: all users are idiots. He knows he needs more time and he's busy buying up contracts and setting exclusive NT deals with everyone - in much the same manner and style he used to nail down dominance in the browser market. I say "the whole world is watching". >>Yes ... there are people at Novell who are seriously looking at Novell, NetWare, NDS, BorderManager, and other products in an Internet context. I will not be able to comment on much since I am actively involved in this from time to time. As NetWare v5 ships, I think you'll start to see many new ways that NetWare can be used on the Internet ... keep your eyes open ... ;-)>> The Internet is finally "going down under" and inside the Enterprise to an edge, a "space" that Novell will claim for itself and its clients in an "open" kind of way. Eric: here are some images for you to chew on: "Smart Networks Live On The Edge...Down Under" Novell Thanks again Scottie. You must really enjoy seeing all this come together! I've enjoyed sharing this new spirit that I know is "out there". A new spirit of openness and generosity is washing over these incredible new beaches and lands we're discovering every day.