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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Paul Fiondella who wrote (30702)3/14/2000 4:25:00 PM
From: Don Troppmann  Read Replies (2) of 42771
 
Hello Paul:

Thanks for sharing the content of your important letter to Dr. Schmidt. You expressed my concerns much more clearly than I was capable of doing.

A very real question enters the discussion as a result of the answer given by Dr. Schmidt to Robert of Croyden.

Is NOVL so highly integrated that it is unable to create separate business opportunities with its technologically superior products? If shareholder value is a consideration, and I have no reason to believe it isn't, then limiting the opportunities to extend and leverage the technologies of NOVL is a puzzling strategy and clearly seems to refute the current market environment.

I have very little technical grasp of NOVL's product development during the past several years, but it has been my understanding that the new products being developed were capable of being utilized in a number of divergent operating environments. ie: ICS could be utilized in Unix, Linux, NT, Windows, etc. Same for eDirectory, same for the Zen products.

Now it seems these products are simply integrated extensions of the Novell's core products?

Any help to understand this area would be very much appreciated.

And finally it occurs to me that many of the leading technology companies competing in those sectors, where NOVL appears to have technological superiority, seem to find the cash to extend their products and markets. What are they doing that is different from NOVL.

Don T.
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