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

To: Jason Cain who wrote (26868)	5/10/1999 7:07:00 PM
From: Frederick Smart	Respond to of 42771

Everyone Is Reinventing Themselves.... Posted on the SI CPQ thread..... To: Elwood P. Dowd (61026 ) From: Frederick Smart Monday, May 10 1999 7:06PM ET Reply # of 61045 Everyone Is Reinventing Themselves.... I bought into Compaq @ $24 into day # 2 of that huge downdraft knowing, expecting that the price kick would usher in some major moves for the company going forward. In a very short period of time this company has been reinveting itself. There's incredible energy from a new phase of the Internet that's just in the initial stages of gathering steam. The Internet is finally opening up into this great land of rich threaded communications in the form of data that's fast converging into single points of control that will extend right into potentially every single individual who walks the face of this planet. Voice, faxing, paging, email, video, messaging and other new expressions of thought will virally weave their way through a completely new layered tapestry which will be woven by INDIVIDUALS, not companies. The data firehouses of the telecom, TV and Cable industry are busy trying to point toward this growing pipe of bandwidth within which new apps will emerge that will allow individuals - not companies - will create, maintain and grow their own information portals around their unique skill sets. These individuals will attract others to their networks and causes which will grow over time to include alliances with other individuals who maintain other information portals which grow other networks, etc. "Community Building" will be the next rage on the Internet. We haven't begun to scratch the surface on the power of communities. Yahoo, Amazon et. al. are just the first incarnations of what will be waves upon waves of more useful and colorful products and value-added services. We will witness an incredible unbundling force of world enterprises as growth gets squarely aligned behind this new wave in this "new era of the individual." Compaq is a box vendor that I think will lead this charge as it reinvents itself within new alliances such as their work with Novell which will bring the incredible power of open-sourced apps that reside in cross-platform directories which define, allocate and source the who/what/where/when/how/and why within ALL networks and enterprises - personal, corporate and perhaps even some places within government. What this all boils down to is this: The entire world of business is being reshaped to somehow earn the right to claim a piece one thing: OUR TIME. Money is secondary. OUR TIME will be primary. The companies of the future will have share, give, extend themselves, reach out, etc. to earn our trust for the right to our time. TIME: THE LAST FRONTIER. In this exploding world of connectivity, individuals are finally IN CONTROL. What a wonderous sight. This ongoing massive Keystone Cops movie is being played out in all quarters - inside/outside of ALL companies as they try to determine what's up, down, where they are going and why. The pot is being stirred. Gates and Balmer even made it to the front cover of Business Week: "Remaking Microsoft". Life is good. GO!!