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 (30693)	3/11/2000 8:24:00 PM
From: Frederick Smart	Read Replies (1) of 42771

Threading With Management.... >>Schmidt also had to fire the marketing department more or less and we are sitting here waiting for a new one to be built up to speed.>> Paul: Eric is addressing these challenges head on, but there is still so much that has to be done. And an internally focused company mindset will kill itself before it will allow an external focus to drive things. >>Now what do you want to do, fire all the new marketing heads, new COO etc. etc.? Where does this stop? Remember Robiespiere? He was doing it all for the great principles of freedom, equality and liberty.>> There's an old line energy inside Novell which is rooted in this netware/groupwise domain. All that needs to be done is to challege it and let it default off this new platform. >>Obviously if Schmidt understood what to do to make things better he would do them. But if Wall Street were to be as convinced as you are that the answer is some kind of massive purge and managerial bloodletting then don't you think they would panic and dump Novell down the drain? I do.>> I think Novell is "in play" right now. Wall Street sees blood. There's just too much transformational money flows going on right now. If Novell "opened up" and started the process of "going free" it could be the perfect services bridge between Microsoft on one side and the open source movement on the other. From a strategic standpoint, Novell needs to attract many, many partners into it's domain. This process must accelerate rapidly or it will die out. ============ >>Then there is the question of Trust. You want management to open up but then you also want to punish them if they don't open up. Isn't this self-defeating as a strategy?>> Not opening up will provide its own punishment. Nobody needs to lift a finger. It not self-defeating: it's inevitable. Novell needs to open up....NOW! This is not just simply about being part of the Internet Age. If that was the only thing we were talking about then I'd say you're right. I'm talking about massively leading this Internet Age. I sincerely believe Novell has the potential to LEAD MASSIVELY. I wouldn't be spending all this time if I didn't believe this to be the case. Peace. GO!!

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