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

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To: Scott C. Lemon who wrote (9062)3/9/1997 3:32:00 PM
From: Joe Antol   of 42771
 
Hey Scott. You say you're here to "learn". Here's a start for you. Maybe you'll better understand why we shareholders are frustrated and take this back to the PTB at Headquarters.

=====================================================================
Thursday, March 6, 1997
(Posted 5:55 p.m. ET)

Users Question Moab's
Whereabouts

By SHARON FISHER

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.

Novell had said the next release, code-named "Moab," would
ship in the middle of this year. Moab will be discussed at
Brainshare later this month, said Willy Donahoo, senior
director of marketing, but he would not provide other details.
"We're positioning Brainshare as the forum where we talk
about how we've adjusted, enhanced and added to our
roadmap to cover things like Border Services," he said.

Novell had also said last September, when it launched
IntranetWare, that a version due this spring would include
virtual private networks and improved remote access, while a
version due this summer would include the Java virtual
machine, Novell Directory Services replication, proxy caching
and support for native IP.

Since then, Novell has shipped two "early access" CDs with
technology ranging from pre-alpha to beta.

But users and developers--including members of Novell's
Developer Advisory Board--say they've heard little about just
what the company plans to do with the technological treasure
trove. Off the record, users report they've heard everything
from "Moab will be given out at Brainshare" to "Moab will slip
to the end of the year."

Schedules may also be slipping due to the difficulties of
implementing the technologies, as well as integrating them.
To incorporate all the technologies that Novell has said it
would include, Moab would likely be delayed until the second
quarter of 1998, said Neil MacDonald, an analyst with The
Gartner Group Inc., a Stamford, Conn., consultancy. "If they
included technologies like clustering, I thought there was no
way they would keep the original schedule," he said.

Links to related stories:

techweb.com

techweb.com

======================================================================

Now, when you put all three stories together, at least "I" can't blame the press for biased reporting. I sure as hell looks to me like Novell doesn't know what's it's doing.

What do you see happening (as you say in one or two of your responses upthread) that is "changing"? I don't see anything changing. You also say, to paraphrase "it would take much longer to turnaround with a new CEO/BOD because of the major reorganizations, etc., etc."

Again, Scott, I'm paraphrasing you, but that's how I interpreted you.
I disagree. I think a turn-around can be done "laser quick", "WITH" the right people in place. It will only take long if the corporate BS mentality allows it. ANYTHING can be done Scott. ANYTHING. As long as people are committed to doing it.

If you went to the same Microsoft Seminar that I did, as you said I did, then you know damn well what I'm talking about.

Well, I'm getting long-winded here, but I hope SOMEONE fills us in on the developer interest at the "Internet World" show starting tommorrow in Los Angeles, and of course, Brainshare 97, the following week.

My money is on IBM bailing you guys out by adopting NDS. FWIW.

Regards,

Joe...
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