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: Spartex who wrote (25158)	1/26/1999 10:55:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

I think product rumors are responsible for the volatility Let's face it, if Novell goes for an ecommerce version of Digital Me, it has a real product for the internet--- something that builds upon all of Novell's strengths. But let me also mention Novell's weaknesses. This is a very conservative company and that is why Bill Gates has always had the edge. Remember that Jim Clark took some graduate students at the University of Ill. and created Netscape. That took entrepreneurial vision. Gates response was to turn MSFT on a dime, acquire a browser and repackage it as part of the OS. You don't get any medals in this business from being conservative. Novell's management style is much too cautious. If they don't run with an Ecommerce version of Digital Me then it will be IBM or Microsoft that does --- and there goes Novell's NDS prospects. This is marketing 101. The history of the industry is quite clear. The first company that comes up with a hot directory product for the internet makes their directory a standard. I see it as a race. I don't know if the senior management of Novell does.

To: Spartex who wrote (25158)	1/27/1999 9:03:00 AM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Well to add to the "Digital Me" excitement folks, look what I found while checking out the INTERNIC name registrations.... Registrant: Novell, Inc. (DIGITALME-DOM) 122 East 1700 South M/S PRV-B-141 Provo, UT 84606-6194 US Domain Name: DIGITALME.COM Administrative Contact, Technical Contact, Zone Contact: Lemon, Scott C (SCL44) slemon@NOVELL.COM +1 (801) 861-4066 (FAX) +1 (801) 861-5511 Billing Contact: Day, Jami (JD10278) jlday@NOVELL.COM 801-222-4432 (FAX) 801-228-7077 Record last updated on 24-Oct-98. Database last updated on 26-Jan-99 05:05:57 EST. Domain servers in listed order: DNSPRI.ONEPOSTAL.COM 204.228.140.23 DNSSEC.ONEPOSTAL.COM 204.228.140.32 Here is the actual query result I perform... rs.internic.net BTW: what is more exciting: looking who they have as the technical contact for the Domain Name. Looks like our SI buddy is working on the Digital Me project. Talk about keeping secrets from us. I have a very very strong feeling that Novell will be making DIGITALME.COM a major service portal. WOW!! Toy