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

To: KSHITIJ DOSHI who wrote (23984)	10/19/1998 8:17:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

LET'S GO FOR THE JUGULAR.... I posted this on MF this morning..... =========================== Thanks RDEMONEY.... With the DOJs case against Microsoft starting today, it's the perfect time to stand up and tell the world what the heck is happening out there. Forget about the case. Forget about Microsoft. It's about this massive Second Internet Wave which is just beginning to gather steam. Corporate Execs have no clue how vulnerable they are to decisions they've made in a vacuum regarding their choice of platforms and technologies to make them competitive in advance of or even survive during Internet Wave 2. Internet Wave 2 will be a more massive and punishing force for positive change than anything they have ever seen. Internet Wave 2 is about the pedel hitting the metal. CEO's that have been golfing with Gates are in for a rude awakening. NT/Microsoft will have them in a proprietary culdesac for 2-3 years as far as their ability to open up the the real power of the Internet. When I say "open up" I'm simply outlining this completey NEW and totally misunderstood enterprise mandate that is the Internet Age in Wave 2 is calling for NOW. For the past 1-2 years I have felt like I'm riding another midnight Ride - Paul Revere - warning of this new requirement to be open, extend, turn more and more power over to customers, etc. Finally I pick up this recent Gartner Group Strategic Technology insert to Forbes - "Executive Edge" - and read Manny Fernandez (CEO of the Gartner Group) say: "We are in a period where the leadership ofmany industries is about to be reshaped. The more the role of technology is in flux, the greater the amount of dislocation. As companies that are not usually thought of as being involved with technology learn to use technology better, they have the opportunity to go from being number five or number ten players - or new entrants - to becoming market leaders..... "We will see that this supply chain and value chain shift will allow companies to jump-start and to leapfrog and to separate or to enhance themselves even further away from their competition. "I BELIEVE THAT THE NEXT FIVE EAR ARE GOING TO BE THE MOST EXCITING OPPORTUNITY YEARS BECAUSE OF THESE CHANGES." ==================== Taking the Lucent news to heart, I sent this to an NT-partisan head IT/CIO - this morning...... Subj: Good Morning..... Date: 98-10-19 07:49:49 EDT From: FKSmart To: <<SYP/CIO Of A Major Financial Institution That Bet the Farm on NT 2 Years Ago....>> Mr. SVP/CIO: See the Lucent news below. One more nail in the coffin that's gradually being built for NT. The nails will be coming out of the woodwork as more firms embrace Novell's NDS and other more open platforms (see Linnux) and related technologies that seek to link heterogeneous IT environments BEFORE the entire world throws itself into the arms of NT. As we move ahead you will understand how Novell's NDS (whether run on Netware on natively no NT) is the great way for a corporate enterprise to launch/expose/open up the enterprise to the power of IP and the Internet - NOW, not in 2-3 years. Our industry is ready to blow right into the arms of Internet. Where do you want to go today? Fred ====================================== Lucent to announce use of Novell software - WSJ Reuters Story - October 19, 1998 04:15 NEW YORK, Oct 19 (Reuters) - Lucent Technologies Inc. Monday is expected to announce it has agreed to use Novell Inc.'s directory software in hardware that helps to manage voice and data traffic in corporate networks, the Wall Street Journal reported Monday. This would be a boost for Novell in its fight with Microsoft Corp. , the report said. Lucent and Novell also agreed to collaborate in seeking industrywide technical standards for building networks using products from different companies, the report said. Directory software is growing in importance as the Internet accelerates the use of electronic commerce, the report said.

To: KSHITIJ DOSHI who wrote (23984)	10/19/1998 11:52:00 AM
From: DJBEINO	Respond to of 42771

U.S. Government Allows 10 Firms to Export Encryption, WSJ Says Bloomberg News October 19, 1998, 4:53 a.m. PT Washington, Oct. 19 (Bloomberg) -- Ten U.S. data networking companies have won U.S. Commerce Department approval to export powerful data-scrambling technology under a relaxed administration policy announced last month, the Wall Street Journal said. The ten companies -- Cisco Systems Inc., Ascend Communications Inc., Bay Networks, 3Com Corp., Hewlett-Packard Co., Network Associates Inc., Novell Inc., Red Creek Communications, Secure Computing Corp. and Sun Microsystems Inc. -- were told of the decision Friday and are expected to announce their export plans today, according to the Journal. The Journal said companies are fighting to loosen provisions that forbid the export of the technology to foreign telecommunications firms and Internet service providers. The policy change announced last month allows exports of unlimited strength encryption products to 45 nations that have strong anti-money laundering provisions.