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

To: Paul Fiondella who wrote (26207)	3/22/1999 4:03:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 42771

Novell outlines 'Digital Me' technology The idea is to create a safe-deposit box for online personal information. By Christa Degnan, PC Week March 22, 1999 11:02 AM PT SALT LAKE CITY -- Novell Inc. is promising to put a friendly face on network security, an initiative called the "Digital Me." Novell (Nasdaq:NOVL) Inc. Chairman and CEO Eric Schmidt Monday morning outlined the program in a keynote kicking off the company's BrainShare '99 user conference at the Salt Palace Convention Center. Schmidt said Novell will leverage its new directory technology to create secure identities for network users, the so-called Digital Me, defining their online experiences and exponentially improving companies' return on investment in Internet endeavors, he said. "We are the only one integrated with directory services," Schmidt said. "That is progress." He said Novell, which has clawed its way back from a precipice, shipped a number of key products in the past year, including version 5.0 of its flagship NetWare, as it turned around its financial position as well. Schmidt stressed the reliability and scalability of Novell's offerings, taking jabs at rival Microsoft Corp. (Nasdaq:MSFT) in the process. "One of our customers has a NetWare 2.0 server that has been running for nine years," he said. "That's longer than NT has been announced." And with delays in Microsoft products -- like Active Directory -- Schmidt plans to leverage Novell's expertise to get ahead of the curve as organizations are eager to implement solutions today. "We're going from being defined to defining networking ... at the launch of the next stage of the networking revolution." he said. "This is on the scale of the Industrial Revolution, but occurring much, much faster." Schmidt said Novell is positioned to take advantage of Internet users' growing number of relationships with online services and to use its directory technology to unify them. The need for this unification will increase as telecommunications services continue to improve. "With the death of distance, traditional boundaries are being eliminated," he said. "We are now moving beyond and are at the end of isolation when literally everything will be connected." Digital me As connections increase, though, businesses will be challenged to capture users' attention, and Schmidt cited a new "Attention Economy" affecting the way people do business. The next wave of technological improvement, then, will involve maintaining and leveraging the relationships created during those interactions, which Novell terms the Digital Me. Novell's Digital Me software acts as a digital safe-deposit box for personal information to protect privacy and enable users to sell or barter their data for rebates or discounts. "Online stores are not the last stop on the e-commerce train," Schmidt said. "You need to make relationships with individuals." Novell's directory and identity services are two sides of the same coin in the currency of e-commerce. Capitalizing on these capabilities, Novell will offer a secure "identity vault" that makes certain those relationships are appropriately maintained. "The question then is how do you manage them and how do you secure them?" he said. "We ... will deliver on that." Taking a final swipe at Microsoft, Schmidt concluded: "The question then is not 'Where do you want to go today?' It is the opposite... What do you want to do today and who do you want to be today? Because the network will always be around you." zdnet.com

To: Paul Fiondella who wrote (26207)	3/22/1999 4:43:00 PM
From: EPS	Read Replies (2) \| Respond to of 42771

"the Boston-based buy-side analyst, who does not own Novell stock, says he is keeping an eye on the company. "I might wait a little while, just to make sure it's going to take the market, but once it looks headed that way, as an individual investor, I would take the gamble. The rewards could be huge." Yes, we'll be waiting for these guys to join the party..Cramer and all... I think it is really GREAT that NOVL is partnering with such major players like Citicorp on the credit card side possibilities of DIGITALME. Those guys DO KNOW how to market stuff and will make this thing BIG. ======================================= BTW Citicorp, you may recall, had an agreement to launch a financial center through the NSCP portal. NSCP is, as you all know, now part of AOL....