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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: EPS who wrote (28901)11/11/1999 7:22:00 PM
From: Paul Fiondella  Read Replies (3) of 42771
 
NOVL's decline --- the market hates uncertainty

The analyst today just told Eric Schmidt to get his act together or else. The problem is that Schmidt blew it with Slitz. Schmidt went to sleep on all of the marketing problems on the theory they would just be taken care of by the next layer of management. When they finally cut Slitz loose, they didn't have a replacement. Then it became clear that they didn't have much of a clue about what they were and were not capable of in terms of marketing of internet products.

Clearly Slitz never saw Novell as an internet company. Clearly Schmidt never understood how much had to change to get this company to move at internet speed and in an internet direction. Clearly nobody ever understood that the internet means you have to be able to be really creative with really creative people. There are no safe ways of developing consumer industry products. It can't be done by the good ole boy network.

Either Schmidt is a leader or he isn't. A good leader looks at what can be done and what can't be done. If the can'ts are too great to overcome then by all means SELL THE COMPANY!!!!!!!!!!!!!!!

It's time that Novell faced the question head on. Can this company develop consumer level products or not? If it cannot then let's realize what we have here is a great engineering company and let's partner up with a company with equal talent in the area of marketing and sales.

Frankly I wish Microsoft would break itself up into a bunch of companies, and maybe one of them with the amount of marketing talent Microsoft has, could then buy Novell and show them how to do what they cannot ever seem to learn.
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