SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novell (NOVL) dirt cheap, good buy?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Fiondella who wrote (22263)5/24/1998 12:20:00 PM
From: Spartex   of 42771
 
Paul:

I just don't know about the exact path MSFT will take, share-price-wise, as well as how the legalize will play out here. If I'm going to place a bet with uncertainty, I'll going to stick with Novell, thank you.

And please, do you think Schmidt needs Orrin Hatch to protect Novell against NT5?? It might help, but ultimately I believe that Schmidt will put together a powerful strategy of partnerships and marketing that leverage the superiority of their product-pool into the marketplace. This is a very interesting development to watch, I must admit! A real chess match between the big Gorilla MSFT versus the stealth strategist Spider, Novell, (I know you're laughing at these words now!! ggggg), who just may weave a web around NT that captures quite a nice piece of the growing networking pie before one knows what hit them. Off course Paul, we're all aware that the quarter to quarter numbers need to show evidence of this before one can declare progress. I believe we're moving that direction over the next 2 quarters, as many here have stated.

Regards,

QuadK
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext