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

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To: Joe Antol who wrote (8067)2/19/1997 12:20:00 AM
From: Joe Antol   of 42771
 
TO ALL:

I'm still thinking, and this is not a response to Salah, nor is it to Scott.

One thing I'd like to leave everyone on this thread with tonight are a few things to ponder.

It really doesn't matter that we now have to micro-analyze why individuals act and react do we? Do we really have to be that specific as to "who did and who didn't do what, and when, and why or why not?"

Personally, I'm not interested in laying the blame, or the credit for that matter, to Novell's management, past or present.

The fact is, we are here, we all know the chronology, and we all know that, as much as we say we "don't want to get emotionally involved"...
we do anyway. It's human nature. We could spend the next year or two or three discussing and justifying why things happened or didn't happen. The point is, from my perspective, it's been abysmal.

Look, we all have agendas. Novell has an agenda. I have an agenda,
Paul and Salah, and Scott have an agenda. We can say it is good that disruption occurs, or we can say that it isn't. BUT, the way I look at it is, up until the CalPERS notice came out, everyone was still going along at the same pace, same comments, same gripes and so on.

If there is ANYTHING that I think we ALL can agree on is the INACTION of NOVELL management to the "big picture" (all around them). That is, the hyperactivity that is occuring in the IT industry today. There is no time for long-term planning, and management by commitee, etc. One has to act, and REACT accordingly. I don't feel Novell has done that.

I guess it comes down to a matter of "trust". I don't trust them. I don't trust them to keep their promises, and I abhor the fact that they do NOT FIGHT BACK.

All I can say about the current situation is, that, I would like everyone to reflect on the last year, and then the last, oh, say two months and ask yourselves --- HONESTLY: If they were just "left alone" with their agendas, what do you think would happen at Q1, and then the subsequent Q's? And then ask yourselves (honestly), do you think that this noise we are making here and now has made (or will make) a difference in the way they react to the marketplace, the company and it's employees, and the way they will do business from now on?

If we did NOTHING but get NOVELL's name into the news (even on the negative side), in my humble opinion, it is a HELLAVA' LOT MORE THAN THEY HAVE DONE FOR THE LAST SIX MONTHS!

Think about that, when you start to feel sorry for Novell.

Joe...<I think they would have just gone along. And I'm not sure if they still won't.>

PS: Good night.

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