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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Paul Fiondella who wrote (27685)8/12/1999 3:26:00 PM
From: EPS  Read Replies (2) of 42771
 
It is indeed a very smart move. Forced to a corner Case proved to be a very smart man. Hats off to Case: it is not easy to stand up to MSFT and Case, defying all the odds, has been doing just that for sometime now.

Schmidt is simply brilliant. The right man, with the right technology, at the right time. If I had any doubts about the feasibility of

"Do I see a digitalme billing system in AOL's ecommerce future?"

it was because AOL now owns NSCP..

The way it is now NDS will become a standard and FWIW it will take years for MSFT to catch up. (MSFT will just have to seriously come to terms with the idea of technological innovation, that Gates has been promoting recently..)

The messaging war is leaving MSFT in the dust. The whole MSFT portal business has never made much sense to me. It lacks direction, strategy and has been plagued by mistakes, technical problems, brownian motion changes of direction, key people leaving, you name it. You can have all the money you want and still loose. Gates himself proved it to others in his younger years..

Back to NOVL I think this is huge, great, fantastic. This confirms to me why I've made a huge personal investment in NOVL. What we see today is a metaphor of how much Schmidt's NOVL can achieve.

NOVL should be considered from now on a *concept stock*.

Cheers!

QED

Victor
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