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

To: PJ Strifas who wrote (25250)	1/31/1999 1:33:00 PM
From: Loring	Respond to of 42771

Thanks for the info on Inferno and on credit cards. Back to Inferno, MSFT also has an embedded OS that they make much of ( and what pie do they NOT have their fingers into.). If IBM were to merge or try to buy NOVL, I would think it would have to be pretty good for the stockholders as Dr. Eric et al would not have much incentive to cooperate, given the upside of NOVL and the product lines he is imagining. My point in raising the subject of credit cards is that I'm not sure that Digital Me has much interest for consumers, other than just convenience. For example, I know there are very few takers for credit card protection programs like American Express offers, because consumers know that the worst case is going to be $50.00 per card. However, I have no idea what would happen if a hacker broke into my Chas. Schwab account, sold my stock and had the check sent to a phony address. Who would I go after? Probably Chas. Schwab for not taking proper precautions and they have deep pockets. The market for Digital Me is probably with a handful of big corporations whose collective ox could be gored by fraud. Or it might be of interest to AOL as just one more service to be had at that web site. Or Amazon.com as the portal of all portals. As for Onsale, it's mind boggling. I had read before that soon stuff will be free on the Internet and this may be it. Who would have believed such a business model? However, remember that most people - 90% ??? --- still go to bricks and mortar locales and probably will continue to do so for the rest of their buying lifetimes. (Even there, margins are squeezed by the big guys, e.g. WalMart.) I don't know where all this is going, but I sure wouldn't want to be in retail these days!