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 (29156)	11/28/1999 2:58:00 PM
From: Pruguy	Read Replies (1) of 42771

I think that you are confusing a few circumstances together and blaming it on rumors. if you go to there website, and listen to the CC, you will see it lasts 32 minutes. The call lasted longer than that, but they didn't offer the Q&A to the internet audience. This was intentional and wrong. I would even call that selective disclosure. I placed calls on Wedenesday morning to IR and to peter Troup and neither dept. had called me back as of 1:30 PM Friday. I would say this is not acceptable for an IR dept. Their behavior reminds me of Pfeiffer-Mason days at Compaq before wall street had them removed(with the boards help of course). I don't sense that Wall St. has put thwem in that category yet, but they are clearly looking at this management a lot different than they did 6 weeks ago. Schmidt hyped digital me, ICS and the ten zens...they haven't pulled through on any of this. Schmidt seems to be running a vapor ware company and I myself believe he has outstayed his usefulness. He is eithe4r a technical genius or a turnaround specialist or both, but doesn't seem to be capable of growing an organization the size of Novell.

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