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

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To: Joe Antol who wrote (15480)8/9/1997 7:50:00 PM
From: Jack L. Dlugach   of 42771
 
THE LONG SHADOW OF BILL GATES

The might of Microsoft is a threat to the very tenet of the Silicon Valley. If one company rules, innovation is squelched. Adds James H. Clark, chairman of Netscape, MICROSOFT, I THINK, IS FUNDAMENTALLY AN EVIL COMPANY.

Last August, MSFT execs met with about 50 Valley venture capitalists and advised them not to sink money into startups that challenge its control of the computing "platform."

Taking on MSFT is a job too big for any one company, spurring Netscape, Sun, Oracle, and IBM to form a united front against their common foe.

>>>>>Excerpted from a full-page article in BW, 8/25/97, P.85 or read it on-line at businessweek.com

NOTE that as ALWAYS, Novell's name is absent--that's gotta change Eric
Schmidt, that's gotta change pretty quick. Schmidt should also read this issue of Business Week--it lists the tenets of success for these high tech businesses, including the caveats that management has to listen and learn and be ready to change even if its gotta cannibalize its own products.
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