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

To: Spartex who wrote (25066)	1/21/1999 1:37:00 AM
From: ToySoldier	Read Replies (4) \| Respond to of 42771

Well Quad and others, I was going to tell you of the partners of Novell that made announcements today but your posted Press Release said a lot of the official announcements. There really was a ton of Novell Partners here. It was amazing! What was more amazing was that I didnt kill myself skiing on my first time ever! Some things that were not in the Press Release that you all might find interesting... - Chris Stone announced and the topic was hot all conference that Chris has placed an objective to the Development team to put out "Ten Zens" this year! A Zen is their nickname for a NDS Enabled application or tool. This is one of their strategies that will go toward proving that NDS is the only True D.S. in the industry that works now. The Partners expressed a lot of interest that they also want to create ZENs and how could the be as many as 50 by the end of the year if the partners engage with Novell. - Eric Schmidt accredited his Company's NDS success to a few factors, one was clearly MSFT's consistent NT5/Active Directory delays. It only gives Novell and its partners that much more time to entrench the market leader position in Directory Services. - Shlitz was asked during a VP Q&A how Novell plans on dealing with the Active Directory mindshare and those customers that blindly hold on to the MSFT promises that Active Directory will eventually show up. Shlitz was very pasionate that they will not get into a direct cat fight that pits Novell's current on-the-market NDS with MSFT's Chart-ware. That is a losing battle. When Active Directory ever shows up Novell will turn on the machine that shows that the Emporer has no underwear. But until then Novell will be disiplined and focus on delivering more and more NDS functionality (i.e. SCADS which will be 10 fold more scalable than current NDS) and with NDS enabled applications both internally and with their partners. Customers are now and will continue to realize that waiting for Windows 2000 and Active Directory is not wise when NDS can deliver now what MSFT will not be able to deliver for years. I paraphrased his long comments. The audience applauded him. - Novell annouced a new NDS/XML enabled application called "Digital-Me" which will store all of a person's unique identities within the Internet. It was an incredible demo! You would log into a website - the ID you use will be your Object in the NDS tree. Then you will see your profile of all the web-sites that require a user-ID and Password and any other unique information requirements. NDS will store all this information so that when you click on the Delta Airlines, it will bring you right into the site using your ID information for Delta. Then you can click on Amazon.Com and all the login information and credit card info will automatically be provided to the site. You can also create and maintain other contact info and lists to other users and control who can and cannot see the info. All this info is controlled by NDS and its security. I cant do this thing justice. It will be fully demoed at Brainshare. And Novell can thank MSFT for pushing the XML standard because it gives Novell so much capabilities to further demonstrate and extend its NDS capabilites into the internet space - like this Digital Me does. - The Lucent VP said that they are tired of waiting for the DEN initiative to be ready in 1 or 2 years when NDS is available now! She got a large applause fo that comment. Lucent is clearly commited to NDS and is showing now how NDS can directly control QOS by policies. Novell Demoed Lucent's capabilities by showing how a certain user connected on a switch was being flooded by network traffic (they played a video stream) and slowed the video. Then they entered NWAdmin and for that user they gave a higher QOS for this user. Almost instantly the video went back to normal speed because the switch was told to increase bandwidth priority to this user's switch port. - Schmidt made a great analogy of MSFT and its product's. He said that his daughter loves Professional Wrestling. Eric hinted to her that professional wrestling a little illegitimate. His daughter said, yeah but who cares That is all I could remember about the Summit. It was very interesting and you could clearly see that Novell is on a high. You could also see that the partners were getting caught up in the excitement. 1999 will be an even better year for Novell than 1998. Toy