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

To: p friend who wrote (25103)	1/23/1999 9:50:00 AM
From: Spartex	Respond to of 42771

<<To develop this rapidly, Novell needs to put others in this business, not try to go into it on their own. Not enough time to build this themselves. Maybe this is what Eric is thinking when he tells us about the RedSpread push into the ISPs. >> One thing I've learned about Eric Schmidt over the past year is that he is a man of his word. What he says gets done. I'm certain RedSpread is an integral part of his expansion of NDS and Digital Me, as well as other products (BorderManager, ZEN works). I think this is going to be a great year for Novell, even in light of more turbulence in other oversea markets. Regards, QuadK

To: p friend who wrote (25103)	1/23/1999 6:27:00 PM
From: Paul Fiondella	Read Replies (3) \| Respond to of 42771

Digital Me (more) I'm not suggesting Novell provide the financial aspects of such a set-up as I proposed. Instead Novell partners with Mastercard/Visa or AMEX. Novell's piece of the puzzle is the software locus for the internet transactions. Novell facilitates transactions with its software. Frankly I'm somewhat surprised at your comment that Novell is not perceived as a good place to store your digital valuables. Do you think the various web sites that you go to and pay for things at are reliable? Ever thought of what they do with and who gets access to the information? When I call any of my financial institutions the first thing they ask for is an SS #. (and they are running out of security questions to ask!) Believe me, if you are online now within a very few years everything will be known about you to someone. People will have enough information from all these transactions to take your identity (and your money) away from you. That is why some company like Novell with a superior and secure directory is needed to establish a digital identity and a repository vault for that identity. Establishing a secure digital identity is quite different from Novell becoming a bank. It is also quite different from an ISP using NDS to verify its clients at login, although it supplements that approach. This is an idea worth thinking about at Novell. IT gets them into the consumer business by providing a service to consumers which requires much plumbing from Novell's financial partners. IT puts all of these customers into Novell's vest pocket --- just the way portals do --- at very little cost to Novell. ===================== Is anybody at Novell listening???