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: Spartex who wrote (25666)	2/26/1999 10:21:00 AM
From: Paul Fiondella	Read Replies (2) of 42771

The key statement in this article is growing revenues That is what give NOVL an edge in the current market. Moreover when the internet stock bubble corrects there will be plenty of companies looking for partners there. Novell's Zen technology and the 10 Zens will give it an edge with ecommerce companies. What Novell lacks is a business model for dealing with innovation. They have tried spin-offs and that just leaves them high and dry. They have tried promoting their engineers into entrepreneurial roles and found that their engineers just do better being left alone to do better engineering. Time to find another vehicle. Phil says maybe they partner with outside companies and let them run with the ball. If so they better have a specially focused support group within Novell to be sure that the technology Novell supplies is made to work for the partner as well as it would be made to work for a product group within Novell. Perhaps Schmidt should go back and study how IBM set up the original PC group and how that group under some very dynamic leadership was allowed to develop. It is probably a closer analogy to the situation at Novell with the ten Zens than Eric thinks.

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