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: fb who wrote (25586)2/24/1999 8:52:00 PM
From: Loring   of 42771
 
A gentle reminder, fb.

MSFT is a pure marketing company without a real product, except for its corporate, multi-headeded self. NOVL is a product-oriented, traditional purveyor of albeit 21C. enterprise software. Who wins in the short term? I would bet on the MSFT, the model-fast talker. Can NOVL ever become slick enough to compete? No. But I don't think that MSFT has to lose for NOVL to win. So don't be too hard on NOVL's trudging from door to door, and don't wish them into a MSFT model. NOVL is doing a pretty good job right now. Just watch tomorrow's earnings.

Best to you in your investing.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext