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: E_K_S who wrote (10932)	4/8/1997 11:01:00 PM
From: Scott C. Lemon	of 42771

Hello Eric, A quick(?) comment to Matthew: > However, with all due respect, I still have yet to hear specifically > how Novl shareholders will benefit - the very same shareholders that > have footed the bill for the developed technology that Novl is > sharing. By the enhancment of the services provided on the NetWare platform ... more NetWare sales and the continuation of upgrades. People who are moving from NetWare (or buying new OS platforms) because of the desire to run SuiteSpot can now use the NetWare platform. The NOS is not dead. People who think this don't have the same definition of a NOS. > If Dr. Schmidt is the person to address this issue then I think he > should - someone should. Look back at the market reaction to the > Novonyx news. Novl's price was rising and stopped dead in it's > tracks at this announcement. Why? Because people don't believe > (know) it will benefit Novl. I agree. > No one doubts people will make money on this deal, but who? I refer > you also to the Ricart statement - is it 2 seats and 20% or not? > (please answer this question, the records stuck). It is not my position to answer this particular question (nor can I say that I have specific knowledge of the current status.) I would suggest e-mailing Glenn ... or for those of you wondering, Dr. Eric Schmidt showed up in my GroupWise address book Monday morning ... Eric, (Sorry for being long) You stated: > Maybe at the same time CEO Schmidt could also sign a killer deal > with Compaq (say license the SuiteSpot product to Compaq bundeled > with all the extras at no charge) including InternetWare and the > Netscape & Groupwise products. I think it's important to understand that Eric is the CEO of Novell. The porting of SuiteSpot will be done by Novonyx. I don't know that Eric will have the ability to "sign a killer deal" because the management of Novonyx would have to do that. Likewise, I don't know that Novonyx has the ability to deal IntraNetWare to Compaq ... I believe that we (Novell) already have a "SmartStart" CD-ROM with Compaq that includes IntraNetWare. I think someone forgot to tell the world that of the 1,000,000 servers that Compaq shipped, somewhere around 750,000 are running NetWare! Scott C. Lemon

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