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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: DJBEINO who wrote (28335)10/1/1999 9:04:00 AM
From: PJ Strifas  Read Replies (4) of 42771
 
Hello folks!

<<Stone will head up a Concord, Mass., startup called Network Decisions that focuses on directory-enabled Web applications, according to Novell (Nasdaq:NOVL) officials in Provo,Utah.

Thus it's likely that Stone will still maintain a close relationship with his old company, which is banking heavily on Novell Directory Services. Indeed, the press release announcing his departure hails the move positively because it puts an NDS believer in the business-to-business application community.>>

I just had a few moments to get some thoughts in :) Been real busy!

This should be perceived as a positive move.

WHY?

Someone with the indepth knowledge Stone has decides there's a HUGE market for directory-enabled business applications should get the attention of EVERYONE. This person knows something - he would NOT leave the company if there wasn't a great personal opportunity for him.

Let's face it, as an employee, even with stock options you are limited to what you can make. But as an entreprenuer of a new directory-enabled business applications company with a great relationship with the "directory services leader" you can practically own a marketspace.

With the recent showings of IPOs, what would a company like this be worth in say 2-3 years? A few 100 Million?

IMHO, Novell needs more people like Stone who believe and know getting out there and investing time, money and energy to get a new market segment off the ground and into the mainstream business culture.

Peter J Strifas
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