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

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To: PJ Strifas who wrote (26871)5/10/1999 11:25:00 PM
From: Rusty Johnson   of 42771
 
"Good enough" ain't good enough on the web ...

you've got it right.

I doubt fifteen percent of web servers will be running NT soon.

And it's hard to make money giving away browsers, Slate, Sidewalk, HotMail, Money, SQL ... a much better OS (Linux) is FREE. Very good office suites are going for $90. Hard to see where MSFT fits into the future unless they can "tax" bill paying or wireless or broadband ...

Investing in other companies is their only hope. What do all of the kids and cowboys at MSFT DO all day? Have ANY of them EVER had an ORIGINAL thought? Do they tell each other how smart they are all day long? On the other hand ... if you were sharp ... would you want to debug Windows day and night?

Windows NT is obsolete. Adding tail fins to it won't change the fact that it is obsolete.

Apple's on a roll:

wired.com

Amazon will never make a dime. I use bottomdollar.com and it usually sends me to shopping.com or buy.com ...

Yet a company like Novell, positioned at the bullseye of the digital dartboard, goes almost unnoticed. Go figure.

Best of luck.
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