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: Paul Fiondella who wrote (28904)	11/15/1999 10:13:00 PM
From: Jack Whitley	Read Replies (1) of 42771

<<<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!!!!!!!!!!!!!!!>>> Paul, Consumer products notwithstanding, I think that if we continue to see a divergence in the market caps of NOVL and LU, LU is going to make a play for NOVL next year. NOVL has so much potential, and if they continue to get relatively cheaper, it would be a no-brainer. Eric Schmidt must be aware of this. If you've watched LU, they are weaving a very crafty strategy regarding network infrastructure, they have taken a large position in network consulting, they USE NDS, and they absolutely execute on product development, albeit not so much in the consumer market (yet). Also, John Young sits on the LU BOD. Marketing ? Not bad for a "carrier company" - "We make the things that make communications work". They offered me stock for my ASND, I took it, and haven't regretted it. jww

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