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Technology Stocks : Identix (IDNX) -- Ignore unavailable to you. Want to Upgrade?

To: David who wrote (12897)	3/30/1999 6:08:00 PM
From: David	Read Replies (2) \| Respond to of 26039

Here's an interesting take on Novell: pbs.org The excerpt: "Depending on who you ask, Novell has from 50-80 million seats, each of which also has a telephone. Novell is working with AT&T, which will provide back-end network services. Now here's an interesting question: If you look at Novell not as a network software company, but as a way of buying access to 50-80 million seats, how much is the company worth? Cable and cellular phone companies are valued at thousands of dollars per user while software companies - even Microsoft, much less Novell - are valued at far less per user. What's wrong with this picture? "After languishing for five years and missing the biggest bull market in history, Novell shares have suddenly tripled in price. I think it is because of AT&T and IP telephony, as those in the know buy shares in advance of what they expect to be either an AT&T acquisition, or at least a revolution in how network software companies are valued. " ________________ If IDX/IDT is partnered with Novell's DigitalMe system -- the one that depends on reliable authentication -- the hardware profit potential is enormous. And if IDX can get instead a "per click" business model . . . Hello, Fortune 100.