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

To: Dave Dickerson who wrote (26300)	3/26/1999 1:09:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

Good points I think I would like to know how many different applications of DigitaMe were demoed at Brainshare. I would also like to know whether besides I-chain any other directory based products were announced. There are now two thrusts to Novell's internet play. First is infrastructure, namely the caching appliances announced by CPQ and DELL. This means Bordermanager has finally caught on. I expect to see revenues growing in this segment and Stone's comments indicate so does Novell. We also have LU and Nortel and others working with NDS in the infrastructure area. The second internet thrust is e-commerce. At Brainshare we had the IBM announcement. This is where NDS gets accepted as the internet directory standard for commercial transactions on the net. For products here we have I-chain and digitalme. With DigitalME the objective is market share and mind share with revenue to follow. For I-chain the objective is acceptance among internet vendors, ISPs, and corporate enterprises as an ecommerce tool. Novell enterprise customers that are beginning to extend their NDS directories to the internet and ecommerce will be some of the initial adopters. And we have IBM on board. ============= For the current quarter we have to look to Netware and Bordermanager for revenues. If you see Netware ramping up then you will see the stock price follow. For the rest, Novell marketing has its job cut out for it.