Hey VK! Funny how John Olstik from Forrester gets around, eh?
From the Business Week Article you and Jack posted:
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Now, it's time to deliver. Four months into the job, Schmidt is steering the company, which splits its operations between San Jose, Calif., and Provo, Utah,firmly back to its roots as a supplier of basic network software. At the same time, he's weaning Novell from dependence on its core NetWare operating system and getting the company into the Internet game--fast. On Aug. 25, Novell will ship a
new software package called Border Manager that connects NetWare networks to the Net. ''This is just the kind of thing they need to be doing,'' says Jon Oltsik, an analyst at Forrester Research Inc.
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From the PC Week article that was posted:
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August 22, 1997 6:00 PM ET
Novell: A ripe plum for IBM?
As stock sinks, company readies new wares
By Lisa Wirthman, PC Week Online
Novell Inc. is ripe for the picking.
With the company's stock hovering around its year-low
price, a solid product road map and a slimmed-down
work force, speculation is mounting that Chairman and
CEO Eric Schmidt has successfully conditioned the
networking company for purchase.
The prime suitor? IBM, according to sources from both
companies.
"Novell's huge installed base, networking expertise and
billion dollars in cash make it an attractive option for
IBM," said John Oltsik, an analyst at Forrester
Research Inc., in Cambridge, Mass. "For Novell, a
merger with IBM could keep it in the picture by
renewing faith in its viability."
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Now, how about that Vinod? Maybe someone should call Mr. Oltsik to find out exactly which fence he's sitting on? <s>
Regards,
Joe...
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