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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Frederick Smart who wrote (30535)3/1/2000 12:28:00 PM
From: Paul Fiondella  Read Replies (1) of 42771
 
Well I invest in this company called Novell

I happen to think that Novell's technology is good stuff. Let me give you an example. When the PC came out I looked at the pathetic graphics routines in the OS. I then looked around to see if anyone had decent graphics primitives that improved upon these while remaining compatible with the OS. I couldn't find them.

As an applications developer I didn't want to have to reinvent the wheel. I just wanted some good fast graphics primitives to use as the "internals" of my application (which was like CorelDraw is today).

Novell has directory technology up the wazoo. As a Novell shareholder I don't care where the energy comes from to use this technology. I applaud any company that takes Novell's technology and runs with it for the purpose of developing a consumer level demonstration/product or internet application that catches the publics imagination.

I don't care if it happens within Novell. I don't care if some Novell engineers split off and go go go with their ideas and do a digitalme ten times better than Novells.

I just want it to happen. If it happens as a shareholder in Novell I benefit.

Another example. Apple. They did a deal with Gates to continue to have Microsoft sofware available on Apple computers. Do they make money off of that software directly? No. Do they sell machines? Yes.

That is the picture that needs focusing upon.

Whether the energy is inside or outside Novell doesn't matter. What matters is taking Novell's technology and developing consumer level products.

Can anyone tell me that Eric Schmidt is not in favor of just that happening?
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