Message-ID: <4644508.1075856551541.JavaMail.evans@thyme> Date: Fri, 1 Sep 2000 00:24:00 -0700 (PDT) From: vince.kaminski@enron.com To: vkaminski@aol.com Subject: The rumor mill Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: quoted-printable X-From: Vince J Kaminski X-To: vkaminski@aol.com X-cc: X-bcc: X-Folder: \Vincent_Kaminski_Jun2001_4\Notes Folders\'sent mail X-Origin: Kaminski-V X-FileName: vkamins.nsf ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/01/2000= =20 07:29 AM --------------------------- "NW on Novell NetWare" on 08/31/2000 09:50:48 = PM Please respond to "Novell NetWare Help" To: cc: =20 Subject: The rumor mill NETWORK WORLD FUSION FOCUS: DAVE KEARNS on NOVELL NETWARE Today's Focus: The rumor mill 08/31/00 Dear Wincenty Kaminski, There's never been a better time than NOW=20 to pump up your bandwith! Here's your chance to learn firsthand how to harness the power of the Ethernet MAN/WAN revolution. Join Yipes and The Burton Group at a free,=20 day seminar, "Just-In-Time Bandwidth: The Arriva of Optical IP Networks." Produced by Network World, the leader in network knowledge, this seminar will put some muscle in your network. Register for this free event at http://nww1.com/go/1658732a.html ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Today's Focus: The rumor mill --------------------------------------------------------------- By Dave Kearns There have been a lot of rumors and speculation recently about the future of Novell. Some have the company being acquired - by, among others, IBM, Lucent, Cisco, Sun and AT&T - while others see the company selling off its best technologies (eDirectory and file caching) to separate companies. Neither of these will happen in the near future, the next six to 12 months. The company is making money, although not a lot of money, and it does have a significant amount of cash on hand with little or no outstanding debt. But because the stock price is currently so low ($9 to $10 per share over the past few months), sale of the company wouldn't bring in enough to satisfy the stockholders. And any company offering what Novell stockholders want would be in trouble with its own stockholders. Selling off technologies makes even less sense, since it would leave Novell with more cash (which it doesn=01,t need) and fewer products to sell. Instead, watch as new marketing and sales programs are launched in the fall. These will either boost sales back to 1999 levels or precipitate a wholesale turnover of top management, leading to more rumors of a sellout. And those rumors might be true. To contact Dave Kearns: ----------------------- Dave Kearns is the Word Wrangler for Virtual Quill, a writing agency serving the computer and networking industries. If your target customer doesn't know your product, doesn't know its uses and doesn't know he needs it, he's not going to buy it. From books to reviews, marketing to manuals, VQ can help you and your business. Virtual Quill - "words to sell by..." Find out more at: http://www.vquill.com/, or by e-mail at mailto:info@vquill.com. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FOR RELATED LINKS -- Click here for Network World's home page: http://www.nwfusion.com ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Got a technical question related to Novell NetWare? Post it at Experts Exchange on Fusion at http://nwfusion.experts-exchange.com/. Another network professional may have the solution to your problem. NetWare 6 to feature stronger storage capabilities, Network World, 08/22/00 http://www.nwfusion.com/news/2000/0822nss.html Novell financial troubles feed rumor mill, Network World, 08/21/00 http://www.nwfusion.com/archive/2000/104987_08-21-2000.html Novell still plagued by poor software sales, IDG News Service, 08/16/00 http://www.nwfusion.com/news/2000/0816novellearn.html Novell Web site: http://www.novell.com/ Archive of the Novell NetWare newsletter: http://www.nwfusion.com/newsletters/netware/index.html Network World Fusion forums on Novell and NetWare: http://www.nwfusion.com/cgi-bin/WebX.cgi?13@@.ee6e4d0 Other Novell Networking newsletters in Network World: Novell bolsters caching security and QoS, Network World, 08/28/00 http://www.nwfusion.com/archive/2000/105451_08-28-2000.html May We Send You a Free Print Subscription? You've got the technology snapshot of your choice delivered at your fingertips each day. Now, extend your knowledge by receiving 51 FREE issues to our print publication. Apply today at http://www.nwwsubscribe.com/nl ********************************************************* Subscription Services To subscribe or unsubscribe to any Network World e-mail newsletters, go to: http://www.nwwsubscribe.com/news/scripts/notprinteditnews.asp To change your email address, go to: http://www.nwwsubscribe.com/news/scripts/changeemail.asp Subscription questions? Contact Customer Service by replying to this message. Other Questions/Comments Have editorial comments? Write Jeff Caruso, Newsletter Editor, at: mailto:jcaruso@nww.com For advertising information, write Jamie Kalbach, Account Executive, at: mailto:jkalbach@nww.com Network World Fusion is part of IDG.net, the IDG Online Network. IT All Starts Here: http://www.idg.com Copyright Network World, Inc., 2000