Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: George Papadopoulos who wrote (25055)	1/20/1999 2:17:00 AM
From: Frederick Smart	Respond to of 42771

My Recent Take On Novell...... To the Moon Baby! I think we are at or close to this living, breathing, angry and animalistically competitive flux point in the enterprise OS market that will simply bust Novell right smack into the open - wide out there and full throttle into a leadership position once again. This will surprise SO many people out there. Like a bunch of deer in the headlights, the crowd - having bought the NT story, hook line and sinker - won't know what to do. What am I smoking? It's the final dawning of recognition for the "next frontier" - digital wireless telecom - PCS, CDMA, TDMA, GSM in all its confusing and proprietary glory. Leveraging this new frontier can only be done if the old systems are tamed, secured and opened up at the same time. The long distance market is going the way of the internet. Forget it. Unlimited bandwidth - webtone - 24 X 7 in all homes and businesses everywhere. Sign up for your "pipe plans" - $25-50-75-100 - measured in bits, bites, etc. Billable minutes goes the way of the milkman. YOU, not the bandwidth provider, have control. Say bye-bye to minutes, period. What the heck does all this have to do with Novell?? Here's the first piece of the puzzle. - The end game is still eyeballs, but now we must add earballs - the tissue between are ears. - digital wireless bandwidth is the NEXT platform that actually "goes higher" than the internet. Remember what I said about "going higher" - ie. when you go higher you are putting yourself in a position to go around roadblocks, giving yourself a view from above in a way that allows you to see how people can work together if they'd just think from a higher level, etc. In this "new age" everyone talks about, I reduce going higher to one simple equation: going higher = position one for more growth. So I've lost you. But wait. There's got to be this ultimate killer standard directory platform that telecom cos can use to leverage existing networks across the who/what/when/where/how and why of the individuals who use them. This platform is in desperate need today for giant telecom and bandwidth providers are finally in a position to knock on the door of the Holy Grail - the eyeballs and earballs of the individual client behind not only the desktop, but the digital cellular phone. High-speed routers, NDS and Java can and will open the floodgates for the likes of Lucent, Nortel and others to start this giant elephant stampede into Gates holy realm: the inner sanctum of power...the power that comes with the trust, the need, the reliance on a unified directory platform of some type. NDS is the missing link nobody understood the value of - until now. Not until digital wireless takes off will people appreciate the value of enterprise ready platforms that will enable companies to leverage their wireless connectivity business models. With NDS technology, bandwidth - landline and wireless - has the potential to become this next unified platform for the world to go crazy over because it will allow everyone to "go higher" on the internet AND up to digital wireless. And we aren't JUST talking bout T1s, ISDN lines and cable modems. We are talkin bout the juice that makes all these things come alive: individual creative stakes in bandwidth that will allow individuals, companies, communities to begin the process of "factoring" the essence of their virtual world. This is the BIG Khahuna Juiceman in the sky. Telecom giants and the deep, dark, powerful bandwidth providers want a full throttle network switchboard that can handle all this firepower. The world cannot wait for Windows 2000. The accelerator is now beginning to be pressed to the max. Mindshare for the power behind Novell's technology is now beginning to lap into the edges of the mainstream. The GIANT sucking sound - an arbitrage of companies that are NOT getting this trend - has started and will be gathering steam very fast from here on out. Open up them enterprises everyone. You'll need a firehose to control the power of the data and stuff streaming inside the fiber pips. You'll need an intelligent switchboard that defines objects that can establish the rules of engagements for all bits and bites entering or leaving an enterprise domain on its way into an individuals domain. You need a technology platform that's solid enough to build on for the LONG HAUL. We're talking about a HUGE dynamic shift in corporate values for those who hop on board this trend. Here's the latest motto for a new company we are forming: "GO!!" Somehow I can hear this echoing all over the halls of Novell. GO!!