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

To: E_K_S who wrote (25311)	2/6/1999 11:06:00 PM
From: Paul Fiondella	Read Replies (5) \| Respond to of 42771

If Novell signed a contract with a Smartcard company then I would hope they have someone in charge of Digital Me at Novell who understands mass market products. If Novell approaches this product as if it is another sale of a Zen like administrative product to its enterprise netware customers, it is going to miss the boat. The idea is to put together the credit card company, the ISP, the smartcard company, the merchant vendors and a Novell NDS based digital identity vault with Novell's NDS infrastructure throughout. Selling something to internet users gives Novell visibility and adds some substance to the claim of internet leadership. You take your 40 million seat NDS lead and trump that into a lead in the area of ecommerce. I hope Schmidt isn't dismissing this one or giving the project too little effort. ===================== By the way, concerning SunW, their exposure to Latin America appears greater than any other technology company --- some 793 million in revenue --- something to be thinking about given Brazil's troubles.