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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Paul Fiondella who wrote (30546)3/2/2000 1:10:00 AM
From: Ellen  Read Replies (3) of 42771
 
I'm sorry, but with all due respect, I believe you may have missed the point he was making:

Message 13015321

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.

I don't understand the fervor to have 'just' an end user product and I don't see anything 'fatal' about the business-to-business avenue. Quite the contrary.
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