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

To: Bearded One who wrote (27111)	6/4/1999 9:51:00 AM
From: PJ Strifas	Read Replies (3) \| Respond to of 42771

I suppose we'll have to wait a couple of quarters to really find out what impact these appliances have to Novell's bottom line. I'd much like to see them seed the market and get as many of these appliances out there and in use. Once people see the benefit of Novell products, it will increase market awareness. Of course, I'd much rather see Novell make BIG $$$$ on every one of these they sell and drive revenues HIGHER :) ICS is just the beginning I think. We'll see a "family" of network appliances from Novell (Compaq & Dell) ranging from Virtual Private Networking to Storage Area Networks to e-commerce (websphere) front-ends. There really isn't a limit to what they can do once NDS is set in place. Peter J Strifas

To: Bearded One who wrote (27111)	6/4/1999 12:30:00 PM
From: EPS	Read Replies (1) \| Respond to of 42771

"Non-Microsoft operating system The TaskSmart systems don't use Microsoft Windows, but instead a customized version of Novell NetWare, Young said. "The operating system kernel was rewritten for caching Web objects. The performance gains for that are huge," Young said. Dell also has licensed the special Novell software, called Internet Caching System, or ICS, said Starla Cox, a marketing executive with Novell. "I think it's great news for Novell. They're getting the mind share and the installed base," Ahari remarked, cautioning that the product category still is new and the product's reputation will rest on customer satisfaction. " techstocks.com