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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Joe Antol who wrote (9046)3/7/1997 11:50:00 PM
From: Jack Whitley   of 42771
 
<Faced with a Novell smorgasbord, users, analysts and developers say

they're confused about how forthcoming technologies will be packaged

into the company's flagship IntranetWare network operating

system.>

Immediately after Brainshare, I feel strongly that they need to focus on the Wall Street Journal. They certainly have the resources. We need to reach analysts and key users fairly quickly. I would do ads there and basically draw a picture of the product "tree" (using an NDS metaphor, of course). They need to not only "Rock The Net", but to rock the CFO, COO, CIO, etc.

This is one of those self-correcting situations, they are either going to get with it or get eaten by a big great white shark wearing glasses and a Microsoft sweatshirt. I don't see the the legacy 3.x allowing them to stay viable "for years". Grove is bailing MSFTs bloated code out by allowing the building of scarily faster and cheaper servers, and they continue to get faster and cheaper. And fast MMX clients to. We may actually see client/server viable for mission critical processing/computing before Y2K (maybe).

Novell has to show a pulse this year. There is more risk in this investment now than there was a year ago. I hope potential return is commensurate.

jww
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