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

To: Bearded One who wrote (26407)	4/1/1999 2:57:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

The real money in telephony How many Lucent switches are there in the long distance network? If NDS becomes a directory standard and if it is used to prioritize packets for delivery then you have some NDS smarts being built into a very large number of machines in every central office in every community in the country. No doubt every enterprise connecting into such a network would want a Novell server to help with setting the prioritization and direction of the data. I guess that NOVL would make money in the way Lucent does only from the software licensing angle. ================= If LU has thought about this, as no doubt they have since Young is on their BOD, then NOVL has a bright telephony future --- one way or the other.

To: Bearded One who wrote (26407)	4/1/1999 3:21:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

<<How would Novell actually make real money from business telephony software?>> Well, they would make money from the sale of Telephony server software and perhaps client software licensing. In many cases, IP Telephony has at this time, limited uses (when you look at the ROI) such as call centers or voice messaging systems so IP Telephony is not replacing traditional PBX based phone systems wholesale. I'm not saying that won't change but I don't see a "revolution" in this area any time soon. Perhaps in 3 years, as more products come online which are IP-based we will see a larger demand for IP Telephony. Peter Strifas