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

To: EPS who wrote (26267)	3/25/1999 12:29:00 AM
From: Frederick Smart	Respond to of 42771

I'm Writing A Book..... >>gonna miss you frank (its Fred), peace and love from the novell board you made me a lot of money and allowed me to keep my faith in the good doctor>> .....which will starts this next chapter in Novell's long journey high into the ranks of gorrilla investment stories. This weeks Brainshare presented to all the word an unbelievable fusion of ideas, vision and energy that has firmly launched Novell's journey deep into the Wave 3 Goldmine - server centric apps that serve the individual. This puts Novell right smack inside the heart of technological change which will, like a tornado, gather steam and sweep and suck up trapped value out of enterprises and into the hands of the people who shape, support and rock the net. This story is far from over. My suggestion to you all would be to search for some idea on your own to share in this coming massive unbundling process that just getting underway. Look around your neighborhood, consider how you are positioned in this virtual world of networks - at home, work, etc. - and search for ideas about ways you can leverage your contribution to society through technology enhanced tools that are only just a click away on the Internet By "unbundling" I am simply referring to the release of anything that's stored, trapped, limited, defined and capped inside enterprises of all shapes and sizes. Like Gulliver, the whole world is just waking up to the idea that power and control is in the beginning phases of being dispersed across a growing mental landscape consisting of communities of people that align with some niche, specialize in specific areas in ways that demand more automated means to open up and share the weath of information that, heretofor, used to be contained, processed and released in rough chunks for economic or political gain. This unbundling process has been underway since the early 90's when so many middle managers got fired only to find new buisnesses and places of independent freedom and refuge inside their homes and small offices all across the country. These independent entrepreneurs discovered the net, fed its early growth and are now leading this world technology revolution. Microsoft is to be thanked for setting a strong PC foundation to this revolution. But end users want more. The net is giving them connectivity and a new sense of community, control, flexibility and freedom to leverage there communications while forming new networks. Novell's technology is in the process of providing a large holistic virtual bridge which will connect everyone together with more interactiveness, security, privacy, automation and intelligence. This IS the new operating system of the Internet - a central star directory with open lines to other diretories, open links to meta directories of stored information on local LANs and WANs, inside Extranets and Intranets....all the way to our personal PCs, toasters, clocks, TVs and other appliances. The story began as a faded network "dark star" that people believed had died out, but bit by bit this star remade itself simply by "opening up" - unbundling things like Netware into the world of pure IP, NDS into modules that talk to NT, UNIX and other systems, ZEN apps that bring order to verticle markets, ManageWise consoles that link pieces of the network together with more automated forms of control, access and adminstration, openly-linked Groupware - Groupwise - which has the potential to be unbundled within the browser, FastCaching technologies - BorderManager - that will bring new speed and interactivity to a bandwidth-hungry populace through local ISPs, scalable directories that can manage hundreds of millions - if not billions - of objects within diverse directory trees to access, factor and control the who/what/where/when/how and whys deep within the enterprise. And now Novell caps this off with a commitment to give away important pieces of their source code so that developers can more directly take ownership of these new development platforms for Java, Jini and other cross-platform based languages that will more fully align with the power of kernals - the traffic cops of network operating systems. The unveiling of Digital Me and iChain firmly sets the stage for Novell's future direction right into the heart, minds and souls of end-users - with enhance privacy and protection features, automated linking/connecting technologies for vendors of products and services to align with more intelligently so that the individual has more power, flexibility and choice in their e-commerce buying decisions. Schmidt has assembled an incredible management team - Mike Sheridan, Stewart Nelson, Chris Stone and others. They've embraced the concept of setting up internal idea & product incubators within Novell where freedom, openness and failure are all encouraged and rewarded. Open teams are being nurtured instead of closed internal fiefdoms that create conflict. I do not see the same outsourcing going on which creates two-tier inside/outside clubs - the haves vs. the have nots. What sums all this up is an observation that completes this this whole picture: Novell is mapping the true internet model by "going higher" in every way in every area. Novell is placing itself in a enviable position to benevolently gain a perspective that gets them out of the box, looking down from a higher level to see bigger pictures in ways that allow them to understand more fully the principals of interrelatedness, connections and shared values that are all invidually based vs. enterprise driven. That's what I see. That's my Brainshare on this great mindshare. Congratulations Eric. GO!!