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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Watcher who wrote (4178)	3/14/1999 2:37:00 PM
From: flickerful	Read Replies (1) \| Respond to of 52051

some purely speculative musings, but pragmatic eyes might cull from the heap something useful... along the NOVL track: NOVL's new NDS lists Nortel, Lucent, Cisco, and Oracle as partners vying with MSFT's Windows 2000 for a standard Internet directory. [Schmidt is one of the founding fathers of Java.] anyway.... the "nortel alliance" will have a press conference monday, and i believe nortel is due for some action. the thing is, i feel somehow our little buy-rated [http://www.nasdaq-amex.com/asp/quotes_ibes.asp?symbol=MSTG'&... MSTG just might be a beneficiary. beyond internet telephony, and the convergence of voice and data, you have the behemoths looking to service industry, and enhance customer relations. the business week article only underscores the implicit heat of competition on the net. consumer loyalty will be a valuable commodity for those able to mine it, yes? it also points back to NOVL and the metadirectory group, which would include ICOR. news.com Heavy hitters work the wires By Corey Grice and Michael Kanellos Staff Writers, CNET News.com March 11, 1999, 4:35 p.m. PT A group of PC and communications heavyweights is expected to announce Monday that the companies will build a new platform designed to carry telephony, data, and Internet traffic for large businesses, sources said. The companies, including Microsoft, Intel, Hewlett-Packard, and Nortel Networks, will come together Monday at the Technology Museum of Innovation in San Jose, California, to discuss the platform initiative. In addition, Nortel and HP will unveil specific new products, according to sources familiar with the deal. flick