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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Joe Antol who wrote (11444)4/22/1997 9:39:00 PM
From: E_K_S   of 42771
 
Thank's Joe - I am looking forward to this meeting and will take ample notes to try to give everybody a play by play. I plan to keep a low profile at the meeting and do A LOT of listening.

I would of liked to see the look on CEO Schmidt's face when he saw the monthly sales reports this week.

I doubt it was the Japan sales (didn't Marangi underestimate these last time) that caused the short fall. Paul has bee right on this one as it was the Small Business product line where sales fell short.

Finally, from CEO Schmidt's comments, I get the impression that he has been focused on the longer term ("visionary" thing) rather than the day to day operations. It sounds like he will now be looking at the immediate problems (like sales growth and PR).

Joe - Did you get that impression?

I sure hope our CEO does not get in the mood of putting out fires. I just seem to think he was ...well...surprised by what he saw???

Comments?

EKS
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