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

To: David O'Berry who wrote (24945)	1/12/1999 12:42:00 AM
From: Jack Whitley	Read Replies (1) \| Respond to of 42771

<<Would it not be absolutely hilarious if MSFT was taking this stake in Banyan because they decided to actually purchase a real directory. Streetalk has always been a good offering and actually had several legs up on NDS at one point. They, just like Novell, manage NT better than it manages itself. This could turn out to be the crust of the ultimate pie in Gate's face.>> MSFT had better hurry up. My ASND is getting taken out by LU this week, and NDS/SCADS is going to become a part of the very large (LU)/ASND infrastructure that is already in place, and getting much, much bigger. The NDS/SCADS "core to edge" barbarians are going to be camped out around the perimeter of every NT and Cisco "enterprise" in two years, looking for the robust hook that will allow the "enterprise" to authenticate to the Internet. Will Active Directory facilitate this? What per cent of the $600 billion (LU projection) internet infrastructure buildout in 2001 will LU/ASND + NOVL be able to capture? jww

To: David O'Berry who wrote (24945)	1/12/1999 8:50:00 AM
From: Spartex	Respond to of 42771

David, I'm not sure exactly what other details regarding the Banyan-MSFT were disclosed. I'm basically just bringing this deal to the attention of Novell people. Oh, BTW, doesn't NOVL look dangerously cheap relative to the other internet stocks? <G> I have a very interesting question regarding the total marketcap of internet-related stocks. I would love to know the answer, in terms of their percentage of the nasdaq and dow. For instance, just AOL, YHOO and AMZN already make up close to $150 billion in marketcap. Of course I'm picking the top tier, but if you add up all the rest it will probably come close to $500 billion or so as my rough estimate. Regards, QuadK