Novell (NOVL) dirt cheap, good buy? Message Board

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

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To: Paul Fiondella who wrote (15394)	8/9/1997 9:32:00 PM
From: Scott C. Lemon	of 42771

Hello Paul, > So you are a strong evolutionist Yes. I very much believe in the theories surrounding "survival of the fittest" ... and I very much understand the seriousness of this. > And you think the companies around today will be around in 50 > years? Remember Univac, GE, Sperry-Rand? Yeah ... they didn't evolve very well did they? They ended up being assimilated into other companies ... > Not around are they? > How about the company that developed VisiCalc? > Or in the PC hardware industry --- Eagle, Olivetti? I would say that they no longer exist in the same form that you identify above ... but what they were comprised of still exists. But the entity that existed was not able to sustain it's life as is. It mutated, or was absorbed. > The monopolists of the 19th Century had a different understanding > of evolution. You have heard of social Darwinism. You really think > monopolies are permissive! You really should get a better grasp > of what competition in a monopoly environment is all about. Its > more like Jurassic Park than Lost Horizons. I also am surprised by your assumptions about what i know and don't know. I actually have a pretty good grasp on things ... I have learned to adapt with time. I try not to assume anything about your knowledge ... I recognize that you seem to be a somewhat "seasoned" player. You have learned alot in life. I would have to think carefully about my response to your question. I'm sitting here right now thinking (in a very general sense, not specific to Novell) about whether it matters if a monopoly is "permissive" since I'm not sure any monopoly has lasted "forever". I don't know that IBMs monopoly in the 60's (?) was "permissive" to being controlled. I don't know that AT&T's monopoly was "permissive" to being broken up. I think that any monopoly eventually succumbs to the evolutionary process. We mere mortals get pretty bummed about things that don't happen in our life time, but if I look at what I learned about history I'm having a difficult time thinking of a 2000 year monopoly that has occurred. (Outside of laws of nature ...) I'm also thinking about whether I believe that monopolies last forever at all, or simply for a "long time" in human years. I think that in general things are "out of control" and that it is often very difficult for us to perceive the revolutions going on around us. I know that today the Windows revolution is well under way. But I know that there will be a next revolution ... that's the one I want to ride! Scott C. Lemon

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