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

To: EPS who wrote (26672)	4/15/1999 10:14:00 PM
From: Spartex	Read Replies (1) \| Respond to of 42771

VD and Bearded One, yep, go figure .......re: NOVL and INKT. Its as if NOVL could set up a separate company for their NDS and one for their caching, and each could boom into $5 billion market cap, repectfully, just as INKT has done. Add that to their existing enterprise company, and you have a market cap of over $15 billion+. Twice the price of where we are at now. But that's not apparently how this market perceives Big Red........yet! Hmmm, just when I thought Wall Street understood the story here! Funny how INKT grows revenues 8-10 million from year ago quarter (granted >300%), when NOVL has done 3x that number (absolute). But we're a bigger ship thats turning around, and hence don't get that super P/no E ratio........=;-) More INKT write-ups as further food for thought. By Bambi Francisco, CBS MarketWatch Last Update: 5:17 PM ET Apr 15, 1999 Internet Daily Net headlines SAN MATEO, Calif. (CBS.MW) -- Inktomi shares could snap back on Friday after the Internet software company reported second-quarter results that handily beat expectations on revenue that soared four-fold. Inktomi (INKT: news, msgs) posted a $4.6 million loss, or 9 cents a share, versus a negative 13 cents a year ago. Analysts were expecting a loss of 12 cents. Quarterly revenues soared to $14.6 million, 15 percent better than projections, up 323 percent from the year-ago period, and up 36 percent from the previous quarter. "They're showing quality results," said James Wade, Internet analyst at BT Alex Brown. "The company is clearly demonstrating that they are the best of breed in search, caching and going forward, its shopping engine." Shares of Inktomi rose nearly 3 to 122 in after-market trading on Instinet. Ahead of the results, the stock fell 17 13/16, or 13 percent, to 119 3/16. Inktomi's down 22 percent from a lifetime high of 152 1/4 hit on Monday as investors banked on Inktomi's new shopping engine as among the biggest beneficiaries of the online retailing bonanza. "The kicker for Inktomi is its opportunity in the shopping side," said Alan Loewenstein, co-portfolio manager for the John Hancock Global Technology Fund. "I'm sure they'll have competitors but I don't think (the competitors) will have the breadth or scalability that Inktomi has." (oh really??????? !!) Since mid-March, the Net software company has corralled 20 portal and 350 merchant partners to sell 2 million products to consumers over the Web. Recently, Inktomi partnered with pcOrder.com (PCOR: news, msgs) to enable consumers to compare prices and products. Inktomi's strategy is to be the premier outsourcer of scalable shopping technology. The new shopping engine application is expected to displace Inktomi's main caching and search engine products in one to two years. xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Something tells me that Novell has to continue to push NDS and expand mindshare and market share, their caching penetration, and now I-Chain ASAP. I know I'm stating the obvious. Eric has a great tool box, and now these tools have to get to work. Internet speed a MUST! Maybe I should Zzzzzzzzzz and wake up in 6 months. GO!!

To: EPS who wrote (26672)	4/18/1999 8:01:00 PM
From: EPS	Read Replies (1) \| Respond to of 42771

Here is another example of how much Digitalme could be worth. Verisign is a company just devoted to digital ids Subject 19050 Verisign has a market cap of about 3.6-4 bill (last week it was closer to 4.5 bill) and as far as I can see it looses money quarter after quarter. If value is coming back I think NOVL will do very well.

To: EPS who wrote (26672)	4/18/1999 8:16:00 PM
From: EPS	Read Replies (2) \| Respond to of 42771

Verry interesting: Cisco turns to Oracle to hone strategy By Ben Heskett Staff Writer, CNET News.com April 16, 1999, 5:20 p.m. PT Cisco Systems is turning to third-party business application software providers to round out its management and overall networking strategy. The networking giant plans to announce an alliance with Oracle on Monday that will tie elements of its management tools with the database giant's set of business applications. The move aims to boost Cisco's bid to play a greater role in the market, as software becomes more dependent on networks. Cisco is looking to make sure its line of policy-based network management software--including its recently released policy manager and associated tools--can prioritize traffic on a network from providers of business application software, such as Oracle. The combination of Cisco's software with Oracle's applications will allow an administrator to prioritize a quarterly sales report sent across a network, for example, over an employee's email. The collaboration between the two companies will consist of software "templates" for Oracle, implementation guidelines, and a series of test reports. Cisco announced a similar partnership with application provider PeopleSoft earlier this month. Since Cisco plays a large role in enterprise corporate networks, the company aspires to extend its competence from networking equipment and its associated Internetworking Operating System, or IOS. To make the networks built with its equipment more intelligent, Cisco needs to make sure the applications can communicate, according to executives. "The larger strategy is application-aware networking," said Joe Hielscher, director of marketing for CiscoAssure policy networking. "As part of that, there are a great many things we are doing." In addition to these deals, to be announced at Oracle's applications user conference in San Diego, Cisco will likely create ties with the other giants of the business application industry, such as SAP and Baan. Company executives refused to comment on potential partnership plans. Competitors such as 3Com, Nortel Networks, and Cabletron Systems also have plans to produce a series of policy-based networking tools--but industry analysts believe Cisco has the edge. "As the policy manager is a key component within nearly all policy networking strategies, Cisco gains a short-term competitive advantage from being an early adopter," said Ed Hold, analyst with market watcher Current Analysis, in a research report.