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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 (24870)	1/3/1999 9:38:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

>>I actually wanted to post several weeks back to compliment Paul on two incredible insights that he offered ... but in the midst of all your bitching you missed his valuable contributions. Paul offered two very important insights into the future of the Internet ... and in the last couple of days he offered another.>> Scott: As a Novell employee, please don't confuse our readers. I want to make this perfectly clear.....Paul is NOT a plant. I agree with you. Paul's contributions are important. And, yes, I too am tired of the Danti vs. Fiondella crap. I wish one would simply go higher on the others - turn the other cheek - and end it. Hey, how about sharing more from where you sit to move this board into a more productive current. Happy New Year.

To: Scott C. Lemon who wrote (24870)	1/3/1999 9:39:00 AM
From: Frederick Smart	Respond to of 42771

Subject: Hello $150-JackT..... Date: 1/3/99 6:21 AM Pacific Standard Time From: FKSmart Message-id: <19990103092145.12604.00006204@ng-cr1.aol.com> >>IMO you will see Sun merging with AOL/Netscape and NOVl creating a OS that will blow MSFt off the map and destroy and bury Bill Gates once and for all. If this happens look for NOVl to reach 150 by 2000>> Jack T nimble Jack Be quick This Jack's got quite a high candlestick Before anyone inside or outside try to throw Jack off this train, let's examine the potential behind his mark. Jack's onto something when he refers to the AOL/Netscape deal and the potential for Sun to merge with this combination. But where does this sun rise in relation to Novell?? The AOL/Netscape deal essentially one-upped Sun IMHO. Why? Eyeballs.... AOL and Netscape have more eyeballs - clients, surfers, browsing brothers and sisters - than Sun will ever have. Sun is still plumbing - like Novell - to most people. What does Novell have that Sun doesn't? A robust, scalable and secure directory, for starters. How about BorderManager....beats Sun ISP servers hands down - the ISPs love it - able to handle 300+ million hits off a Pentium server - watch this product continue to grow. Let's move on to Groupwise, Zenworks. Then imagine the new directory apps that will come out of the woodwork over the coming year with Nortell and Lucent pounding the pavement. Now that Netware 5.0 is 100% TCP/IP, this places them smack in the middle of eyeball space with AOL/Netscape with all the growing Java stuff going forward. Sun is having problems keeping Java together right now. With Microsoft threatening to band together with one or more of the Java varients out there, where is the counterweight to Sun??? My answer to a lot of this is Novell. Novell is that well battered, much maligned missing link that so many people have sold short over the past few years. More than Netscape, more than Sun, more than Cisco, HP and all the rest with NDS - directory services - we have for the first time in Novell's history the potential for a huge - almost volcanic - force that's tied to eyeballs - i.e. people, the who/what/when/where/how/why of living, breathing, thinking, caring individuals who make up the Internet. All these people HAVE to be identified in relation/referecne to the enterprise - or servers, or these BIG databases - in some way, shape or form. That's where Novell's NDS kicks in. Eyeballs are where everything is going. And all paths are leading straight through Novell going forward. And the beautiful thing is that Microsoft missed this boat altogether. The only thing Bill and Steve have working in their favor is "spin" - the same stuff we've seen a lot of in other areas of our lives over the past several years. Don't take the DOJ case that seriously. Ever think of what the true motivation behind this could be? It could simply be a "stick-up" - i.e. Gate's was always very tight with his money when it came to Washington. Now that they have his attention, don't you think things will change? The only worry I have is the potential for power and politics to put a cap on the internet which could somehow shift the balance of power toward Microsoft. With all the information about Microsoft's business practices being aired over the past year the likelihood of this happening is perhaps remote. But it's there nontheless. From where I site, the REAL game right now is finding and keeping eyeballs. Like the birth of radio and TV it took awhile for the power players to nail down their strategies to find and keep clients coming back. But with the internet, ALL TIME is compressed. Companies must strike NOW to go 100% towards a directory enabled solution just to find and factor the clients they HAVE - so they don't lose them to the competition. The bottom line is that the entire world has been checkmated by the internet. Massive new changes in distribution channels are being created right beneath our noses. The big old companies are scared to death. Upstarts like Amazon and eBay can up and pull the rug out from under established ways of doing business. This is what's behind the internet frenzy. People are excited and confused at the same time. Just remember, there is one common beat that must go on to support these massive changes: the beat of local and enterprise networks AND all of the who/what/where/when/how/why contained within them. With NDS, Netware 5.0 and NDS for native NT going forward, Novell has this beat covered better than anyone right now. Jack isn't smoking. He's just thinking BIG. To get anywhere of any consequence you have to think BIG. People who don't in this day and age become spectators. With the Internet ALL individuals have the reason, power and tools to think BIG and see their visions come alive. Welcome to the Novell thread Jack. Nice to have you around. Go Novell! Ida5683

To: Scott C. Lemon who wrote (24870)	1/3/1999 10:53:00 AM
From: EPS	Read Replies (1) \| Respond to of 42771

Scott, Thanks for your comments. It is getting ridiculous. Unlike Paul it seems we all have jobs and other things to do. Have not much time for this but quickly: "Didn't your parents teach you how to deal with others?" Maybe your parents taught you how to respond to the attached posts? Could you then help me please? Regards Victor ======================================= To: +Victor Danti (24827 ) From: +Paul Fiondella Thursday, Dec 31 1998 12:02AM ET Reply # of 24873 Come on show you you're made of something besides (expletive deleted) You just don't want to tell us about all the money you've made on NOVL trades. You want to protect us from the sorrow of not following your (expletive deleted? investment strategy. How noble of you. "I have been a BUYER not a SELLER" So where did you make your money (expletive deleted)? On paper? ======================= To: +Paul Fiondella (24863 ) From: +Paul Fiondella Saturday, Jan 2 1999 7:27PM ET Reply # of 24873 Did everyone enjoy my posts? Well for the real men and women (ah there used to be some wonderful women posting here) let's try this challenge. Come on Mister Danti. Let's see which of us made more money on NOVL this year, You or me. As soon as Mr. Danti accepts this challenge, which he never will, then I will post every trade I made in NOVL this year and we can see who can put up and who should shut up. =============== Thereafter any of the new crowd that posts here (DavidG, tin, toy, etc.)will be on notice that they may be asked to give full disclosure of their positions before they go whining to the webmistress to ask for relief again. Which is worse? Being a coward or being a f....p? Watch Mr. Danti for the answer. ======================================