Novell (NOVL) dirt cheap, good buy? Message Board

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

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To: PJ Strifas who wrote (28077)	9/13/1999 4:31:00 PM
From: PJ Strifas	Read Replies (1) of 42771

There's an interesting article over at ZDNET with a quote from Novell: Meanwhile, Novell appears to be backpedaling from previous statements about its 64-bit strategy. Until recently, the company had talked up a 64-bit NetWare release, code-named Modesto. But now, a Novell spokesman says the company believes customers don?t really need a 64-bit print server. ?We initially said we?d have a full 64-bit OS,? the spokesman concedes. ?Now, we?re adopting more of an appliance approach. We?ll come out with a 64-bit caching server, a 64-bit directory server ... ultimately, we?ll have all of the components of a 64-bit OS.? Sounds interesting...I wonder how this is going to be perceived by the market. Will The Street think it's "forward-looking" or "can't compete, throw in the towel"? For what its worth, Novell needs to make it's stance VERY clear to everyone especially it's investors. The last thing we need is for someone to begin misreading this quote and stirring the pot some. Just for the record, I'd say this strategy plays into their stated "directory-centric" revenue growth and a moving away from the server model. Opinions?

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