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

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To: Kenneth E. De Paul who wrote (8628)2/27/1997 10:04:00 AM
From: Paul Fiondella   of 42771
 
Just us lifers and AMEX left?

"James Tolonen, Novell's chief financial officer, said the company is making good progress in selling new versions of Netware that include Internet functions, a product line called IntranetWare. Instead of competing directly with Windows NT, the company persuaded
several big companies during the quarter to use the
Microsoft product along with IntranetWare and Novell's
so-called directory services, which manage groups of
workers as they tap into a network. Mr. Marengi said
the company expects its installed base of 20 million
workers who use its directory services will grow
"substantially" this year." ---Today's WSJ

As you can see Marengi was out selling NT to his customers this quarter. The WSJ article asks what will spark Novell to go forward.
This is why the current management must go.

It is obvious to me and to everyone in this industry that to spark interest and excitement you have to have at least one product targeted effectively at the small business market. Novell could have done that with Kayak. WHY DIDN't THEY DO IT?

Denise, why did you abandon your interest in moving the product in that direction? You like listening to Peter Troop and the other as***les?

I don't want Young selecting the next CEO. Resign Young resign. Follow the Japanese model. And get your ass out of UTah and back to Silicon Valley.
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