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

To: EPS who wrote (25444)	2/13/1999 2:02:00 PM
From: EPS	Read Replies (2) \| Respond to of 42771

One other obvious thing that comes to mind is the fact that e-commerce is starting to become important at the corporate level. This aspect of e-commerce, i.e. electronic transactions between corporations, has already taken off the ground and is likely to continue to grow at a fast pace... In other words the Corporate Digital Me could be an extremely useful tool. Corporations would issue DIGITAL ME identities that could be used not only within the corporation but also to access sensitive information from corporate partner's sites according to the privileges of the persona.... Credit Card companies, for example those of the type that issue corporate cards would then be hooked up very naturally.. VD

To: EPS who wrote (25444)	2/14/1999 7:18:00 AM
From: Frederick Smart	Respond to of 42771

Check this out.... The race is on to portalize the world and link various user domains with critcal information and all the security, identity, etc. to make grease this fusion into reality. Novell should benefit mightily from this trend.... internetnews.com "What the Web needs--and what it will have within two years--is a handful of sites that serve the same purpose as today's major TV networks," said Patrick Meehan, research director at GartnerGroup. "Users of the Web will migrate toward these sites, known today as portals. In the same way that television viewers are attracted to certain networks for their favorite television programs, Web surfers will head to portals to browse and link to their favorite information sources, such as weather forecasts or stock quotes, or to sample new information sources." GartnerGroup said it sees three strategies emerging for most ommercial Web endeavors: Win, place and show. Win: The enterprise seeks to become a self-sufficient portal on its own. This means providing content for widely diverse communities of interest; free end- user services (e.g., e-mail accounts and personalization, including home pages for individual users); some localized content; and other services typically provided by Internet service providers and online services, such as Internet access and online communities. The expense will be in the tens of millions of dollars. Place: The enterprise seeks to become a standing element of content on an established portal by riding the coattails of win-category leaders, much the way a studio places a promising broadcast series on a leading network. Show: The enterprise wishes to be readily visible to the portal's users as a search output. These will be enterprises that do not aspire to become a network or a studio because they already have a firmly established Internet presence and simply seek to leverage that investment across a broader audience. Companies aiming to show will make sure their site is retrieved for all relevant searches by the portal site's viewers, through ensuring that their site's titles and relevant keywords are clear and accurate, and by advertising the company's own Web site on the portal site. "Most enterprises will find themselves following a 'show' strategy. Aggressive firms, and those that lack a formidable Internet presence, will opt for the 'place' strategy. Very few companies have the wherewithal or intention of going for the 'win,'" Meehan said, adding, "Firms that make no portal strategy decisions by mid-1999 risk missing the opportunity altogether."

To: EPS who wrote (25444)	2/15/1999 6:23:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Hello! You know we've contacted Novell for a similar situation, we're going online (distance learning) with our training and need a way to track students progress. Since reading about "Digital Me" here on this board, I've thought of a way to incorporate that into our plans. Since we are a Novell-shop, NDS is already running everything else here, making that leap wasn't too difficult. Now, off to see about then Netscape Server packages and Oracle :) Peter Strifas