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


To: Paul Fiondella who wrote (26403)4/1/1999 1:54:00 PM
From: Spartex  Read Replies (2) | Respond to of 42771
 
BUSINESS Novell Re-born.com

economist.com

Novell has a different kind of worry, too. The
Silicon Valley rumour-mill has it that Mr Schmidt
may be lured to the top job at ailing
Hewlett-Packard, where Lew Platt recently
announced his departure.


===================================================================

I'm really offended that the Economist would include this rumor near the end of their article. How dare them!!!!!!



To: Paul Fiondella who wrote (26403)4/1/1999 2:47:00 PM
From: Bearded One  Read Replies (2) | Respond to of 42771
 
Money Chain for internet Telephony??

I am very intrigued by the Robert Crningely article speculating on AT&T's possible interest in Novell for business internet telephony.

Let's expand a little bit-- Novell puts internet telephony support into its Netware products. Your corporate phone calls are routed through your corporate computers via Netware and out into the world through some company like AT&T or MCI or IDT or whomever. Ok, when and how much does Novell get paid?

Do they just get to sell more Netware copies?
Do they get to sell telephony support software separately?
Do they get a kickback of a penny per minute for every phone call from (AT&T, MCI, ...)?

How would Novell actually make *real* money from business telephony software?