Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Fiondella who wrote (26408)	4/1/1999 3:28:00 PM
From: DJBEINO	Respond to of 42771

IBM/Novell Relationship Indicates New Market Dynamics software.ibm.com

To: Paul Fiondella who wrote (26408)	4/1/1999 10:55:00 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

Lucent Buying Novell...... >>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.>> Paul: I had an interesting lunch with some industry players who are very close to Lucent. When I brought up the subject of Novell they paused and with a kind of gleam and wink said - or surmised - that Novell is definately a target. We run across so many of these references and rumours that it's hard to take any of them seriously. Among the many potential suitors of Novell I would think Lucent has the least amount of enterprise baggage, the most to lose in their massive switch business to T and others if they DO NOT embrace network IP bandwidth solutions like a wild Tiger. The money corporations will save just internalizing their intercompany communications on IP is massive. Not too much of a stretch to expand this model and wrap all the rest of their big clients into this IP savings nest. Talk of T's commitment to Novell fits quite nicely into this scenario. I'd hate to see Novell get taken out. They have an incredible future ahead if they remain neutral. But Lucent seems in many ways neutral, too. They are really "out there" and on a roll. If there's a move to be made, the timing could never be better for these bandwidth integration monsters have just started to lick their chops.