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

To: Mark A. Forte who wrote (24587)	11/30/1998 5:13:00 PM
From: dwight vickers	Respond to of 42771

No fair reporting trades after the market has moved in your direction!!!! Dwight

To: Mark A. Forte who wrote (24587)	11/30/1998 11:05:00 PM
From: Jack Whitley	Read Replies (1) \| Respond to of 42771

Fairly interesting post on the Yahoo board. jww ******************************************************************** sirclean99: NOVL cashing in on INTERNET WAVE 2 by: NetBorg 16226 of 16352 My answer is somewhat technical, but read it all anyway. You'll at least have a better idea of where the internet is going. > One said that Novell would excel in Internet wave 2, whatever > that is so I really don't know what to expect the potential > price of this stock to be. IPv6 is where the future of the internet is going because we're running out of address space. You know those numbers ("octets") that are separated by dots, such as 137.65.1.1, that are called IP ADDRESSES? Well each octet can fit in a range of 0 through 255, and once we're at 254.254.254.254 (255 is reserved for special uses), we're out of addresses. IPv6 will extend this address space, perhaps to 8 or 16 numbers separated by 7 or 15 dots, respectively, making the number of addresses limitless for at least the next two decades. How will Novell cash in on this? Well, Novell is on the committee that is developing this new IPv6 standard. Note that Microsoft has effectively been told to "f--k off and stay out" of this group (I think this was a very good decision) because only those who truly understand networking should be involved in this area of progress. Since Novell and a handfull of other important companies and organizations are completing this new IPv6 standard, they will already have a complete understanding of it and will be able to implement it properly when its finalized. Microsoft will be left behind at first, and third party programmers who are more innovative will be able to create IPv6 drivers that will allow older TCP/IP based applications to run properly and/or make IPv6 specific TCP/IP drivers (communications modules). Eventually Microsoft will get up to speed with it, but it will take them some time and customers will have to go through more major headaches when updates become available. Due to the way Microsoft programmers work (they don't work together very well), there will be a lot of updates to make to the different parts of the system before everything will be ready (gee, I hope they'll test it this time). The NetWare platform will support IPv6 correctly, and customers will be inclined to switch to it instead of taking their chances with Windows NT. When this new standard, IPv6, is finalized and being implemented in the real world, companies like Novell will flourish and the stocks will rise faster than anyone ever expected. Since NetWare seamlessly integrates all platforms into NDS, it will be ideal for handling this update too. In fact, when other OSes such as Linux, HPUX, SCO, Banyan Vines, MacOS, Java, IBM mainframes, etc., and all those router companies, update to IPv6 (they have to, if they don't sales will almost completely disappear), NetWare will be ready with the update of a single file (quality programming on Novell's part) and all systems will be able to talk to it via IPv6 or the old (current) TCP/IP standard. In other words, NOVL is still dirt cheap and severely undervalued. IPv6 is huge, and even if you buy NOVL at $40, you're still getting a deal.