SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novell (NOVL) dirt cheap, good buy?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Fiondella who wrote (28779)11/3/1999 6:25:00 AM
From: Chris_Long_NOVL  Read Replies (1) of 42771
 
As a long frustrated NOVL stockholder I am trying to figure out the problems with this stock. Remember Novellïs early 90ïs slogan : " The past, present and future of Network Computing".
This is the problem . The past and present of Novell. Nobody gives it credit for the past we have seen incl. Wordperfect, DR-DOS and Unixware disasters.
I think if Novell would form, or sell to, a new company, call it AKATOMI , market just its Directory Services, Digital-me and ICS and go public we would propably see a market cap. of 15 billion $ and a lot of analysts who discover the huge potential of all this technology. The new " In-the-Net" department is not enough, it doesnït create mindshare.
Separate Novellïs Netware, Groupwise and non-Internet products from the other product line. Just for the reason of market perception. Or change Novellïs name or whatever. But the perception of Novellïs old mistakes is killing its stock. If I hadnït tied all my money in NOVL I would have bought AKAMAI last friday on IPO and be a happy man. And for sure a lot of investors stay out of this stock for exactly the same reason.
The Internet stock market is crazy and Novellïs management has to accept that and adapt to these market perceptions.

Go Eric.. do something....

Chris
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext