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

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To: EPS who wrote (26503)4/6/1999 3:21:00 PM
From: Loring  Read Replies (1) of 42771
 
Not if the development of the product hasn't reached a marketability phase. Just because you *think* you can see a technological break-thru with this product doesn't mean that its availability is imminent. The MSFT model of spinning about incomplete products is not the norm nor the proven path for marketing. Yes, they are successful at it, but I don't think that mode is in Dr. Schmidt's vision for NOVL. Slitz is an experienced marketing guy, one who has to deal with the press on a daily basis. He knows how much he can fudge and how much he has to await clearance for. Let's face it: digitalme holds promise and that's about it!
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