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 (30204)	2/8/2000 4:42:00 PM
From: ToySoldier	Read Replies (1) of 42771

Any coincidence that todays onslaught of announcements of eDirectory and Novell's new Market Message of "Network Services Software" are within 2 weeks of MSFT's long awaited WIN2K release? I would think that the Novell marketing team does not want to be forgotten over the coming 1-2 months when the fully expected WIN2K hype sweeps that nation. GOOD CHESS MOVE NOVL - you're sounding more like MSFT's marketing team (and that is no insult at all!). What I also find prophetic is that the pr-release hype for WIN2K and even MSFT's stock price are almost no-shows. The media is not brainwashing us industry readers with WIN2K like they have in past major MSFT releases. MSFT stock price has not shown major hikes yet. And in fact the industry is already looking for and finding the WIN2K expected bugs and problems. I would think this is not just a tactical bad sign for MSFT, but an actual shift in the industry regarding MSFT's reign and dominance over the industry. The major fundamental shifts in the industry between MSFT's last major announcement (WIN95) and this up-coming one is showing signs of the damage it is starting to apply to MSFT's aging business model/rules. Toy

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