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

To: prflorio who wrote (26478)	4/6/1999 8:53:00 AM
From: prflorio	Read Replies (1) \| Respond to of 42771

Novell recognized as a "dot com" company !!! Investors Biz Daily - Novell (novl) featured in today's Q&A Section - Discussion of the new products, services and markets including NDS (Novell Directory Services) and their internet caching services, which compete with companies like Microsoft (MSFT) and their ADS (Active Directory Services) and INKTOMI (INKT) and internet cache technology. Novell is finally becoming recognized as a "dot com" company !!!

To: prflorio who wrote (26478)	4/6/1999 9:22:00 AM
From: ricky	Read Replies (1) \| Respond to of 42771

Quick' Novell Makes Moves; Microsoft Lurks Date: 4/6/99 Author: Lisa Wirthman Novell Inc. is making the most of 1999. It's shipping products ahead of schedule and posting operating profits that analysts say signal a comeback. Novell says it's not focusing on Microsoft Corp., its main rival in the market for operating software used to run computer networks. But Microsoft's Windows 2000 (formerly Windows NT), which competes with Novell's NetWare, is getting closer to a year-end launch. Windows 2000 is slated to include Microsoft's first network directory - a central place to store information about users, files and other objects on a network. Last month, Novell unveiled the eighth version of its directory, NDS, as well as a slew of other products at its annual Brainshare user conference. John Slitz, senior vice president of global marketing, recently gave Investor's Business Daily a progress report. IBD: How has Novell been taking advantage of its directory lead over Microsoft? Slitz: Microsoft had an opportunity, but they needed to deliver a product to get into the networking marketplace. We're there. We're delivering a product, and it's all standards-based. The obvious point is that the market's not waiting for anybody. There's never been a time in the history of technology where ''snooze and lose'' was as big a threat as it is today. Microsoft is a great legacy desktop company, and I think they'll ship a general-purpose operating system. We have a specialized one. The network is where it's happening, and that's what our stuff does. So I feel very confident that we're going to be able to take advantage of the time that they gave us. IBD: Do you consider them a directory competitor? Slitz: When they ship a product, we'll see if it stacks up. But the idea that they can talk about something for four years without delivering anything, it makes no sense to me. We see our direction very clearly. We're not responding to others. We're responding to the opportunity that's before us to take the network opportunity by the throat immediately and shake it for all it's worth. We've got 100% of our employees and 100% of our revenue aimed at that target and that target alone. So other people can respond to us. IBD: What's the importance of the directory announcements you made at Brainshare? Slitz: The major new thing that we showed was Digitalme. It takes the power of our directory technology and puts a more human, personal face on the way people can interact in a network. Digitalme is an individual identity that a person controls. By identity, I mean various information about you. In my case, it would be my business telephone number, cell phone number, e-mail address, physical address, etc. All of those go into a profile. And I can use pieces of that information for different interactions I want on a network, so that people know how to reach me and know how I want to be reached. This is all shared in a large flexible (network) directory, which is NDS version 8.