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

To: PJ Strifas who wrote (26618)	4/12/1999 11:54:00 AM
From: Frederick Smart	Respond to of 42771

Great Time to Buy Compaq.... >>Hey, let's face it, we all knew last year that '99 was going to be a "slow down" year in PC purchasing as companies began to focus wholesale on their Y2K problems. These earnings warnings are just the beginning for the computer industry -- right now it's hitting the hardware makers, next come some of the software players and lastly will be some of the service companies (that don't have a Y2K battleplan to sell to it's customers).>> Compaq's price already reflects the worst of these fears. Compaq has been a solid partner for Novell and they are laying an incredible foundation for the future as THE hardware/infrastructure enterprise partner of choice. I'm in for 1000 shares @ $24. I love when there's blood in the street. Bye...

To: PJ Strifas who wrote (26618)	4/12/1999 1:26:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

For anyone who is curious to know what Novell thinks about Active Directory please head over to novell.com and download the RW123 session. This was the best session I sat in at BrainShare and gave the most complete insight into NDS vs. AD debate. Good Luck! Peter J Strifas

To: PJ Strifas who wrote (26618)	4/13/1999 9:55:00 AM
From: PJ Strifas	Respond to of 42771

Here's a small news clip regarding Novell and CPQ - seems that caching may be just the tip of the iceberg for this alliance. I can see a few more "appliances" in the works such as VPN, webservers, printer servers, email servers, firewalls..... I could go on and on. This could have a very positive impact on the perception that Novell really does help the internet grow and run faster. Once directories really start to become more mainstream with serious consumer applications, Wall Street will zero-in on Novell and the stock price will climb. Peter J Strifas ____________Compaq Targets The Appliance Market____________ Compaq plans to plunge headlong into the appliance market and sell stripped-down hardware and software bundles dedicated to particular applications. The company recently announced that it would sell Web caching appliances in conjunction with Novell but plans to go much further than that. Compaq is developing a file-serving appliance that will compete against a similar box available now from Network Appliance and Dell Computer, and many more appliances are in the pipeline. "We're going to do this for a range of applications," says John Young, Compaq's director of appliance and communication servers. "Appliances can offer performance gains and simplified management over general servers." He said Compaq is going further than Dell by building a framework for dedicated application appliances using its InsightManager tool set, which would offer better integration and management capabilities between different boxes. The first appliances under development are for Web caching and file serving. But also "under investigation" are dedicated devices for security, database, telecom, Internet serving, and mail and messaging. -- James Governor, InformationWeek UK