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: Frederick Smart who wrote (30538)	3/1/2000 2:11:00 PM
From: George Papadopoulos	Read Replies (2) of 42771

>Look at Cisco. EXACT OPPOSITE of Novell. John Chambers has powered this company on the strength of ONE core asset: TRUST. John is open, intuitive, out there and trusting. Sure, he has a great team to back him up, but this man IS mapping the Internet's energy. Now, some may have a big argument with me about Cisco, but the stock price speaks for itself. Name one consumer product Cisco has. Cisco has become what it has by being the mother of all infrastructure hardware providers for the Internet. I am sure Novell is thinking along the lines of becoming the mother of all infrastructure "services" for the Net. Frankly, I don't care how this company posts profits up the wazoo. We seem to be convinced that Novell's salvation must come from developing a consumer brand and awareness...I am not so sure about that but I am sure Schmidt will keep at it and drive the value of the company up for us longs. >If they take this next step, the potential would be just staggering. It could be equally staggering on the downside too. >Either you are giving energy or taking energy. Either you are making money and positioning the company to make even more money or not. Frankly I don't care how they do it as long as they do it...and so far, seeing where this company was in the pre Schmidt days, I have no doubt that it will be an even more profitable investment for me FWIW back to taxes George

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