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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: harmonaronson who wrote (30678)3/10/2000 3:43:00 PM
From: PJ Strifas  Read Replies (2) of 42771
 
The stock performance isn't really that boring when you look back into NOVL's history. Then again, once you compare it to some of the HIGH flyers like CMGI, BroadVision, RamBus etc, then NOVL's stock performance is quite mediocre and even downright depressing in some instances.

What needs to be done?
Quite a few things...I think more than a few people have given their opinions on this topic (including me). And this is an IMPORTANT issue for this board to discuss! It's a shareholder issue.

Basically either Novell insiders are already working on ideas/projects which will eclipse our ideas/thoughts OR they just don't care about seeding new ideas and developing beyond their current products/services. It's the old dilemma, they are listening, searching, working to be better OR they are closed off, arrogant and happy with "surviving".

Now of course we're not in the trenches to know for certain just what is in the pipeline. Nor do we truly understand the inner culture that drives Novell employees to do what they need to do. I believe in the technology - there's no doubt about it, they clearly have something in NDS/eDirectory.

So as shareholders, we can do 2 things:
1) Follow along and hope something good happens.
2) Get organized and DEMAND something be done NOW.

Let's remember, if a cohesive argument can be made to enough institutional investors - anything can happen. (I remember a 60 Minutes story of how the California Pension group managed to get companies to do amazing things when they pressured them). Should that happen here...I don't think it's the first step.

These are drastic measures in my opinion. I believe we could do more in different ways to enhance Novell but I would have to KNOW there was a direct relationship between those efforts and some reward (higher stock price?). Why should I work to enhance Novell for any other reason?

The line is being drawn - we've already anted up (by purchasing the stock), it's now time to get in the game.

Regards,
Peter J Strifas

PS - I will see many of you at BrainShare :)
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