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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Don Troppmann who wrote (30706)3/15/2000 8:09:00 AM
From: Paul Fiondella  Read Replies (1) of 42771
 
What I think it is, is that Novell develops interesting

systems level technologies and then integrates them in the only way it is familiar with.

Thus an enormous number of infrastructure products get developed --- ichain, DirXML, etc. etc. Then comes the time to figure out where do they fit. Here is where the internal/external problem comes in.

Currently for example the marketing message is net services. In other words if you are a corporation, Novell can provide you with everything you need to extend your network to the internet and make the whole thing one net.

That is a message that is primarily focused on building out from an existing base --- corporate networks (and Novell's installed base/market share of these networks).

On the other hand the most exciting things being developed by Novell are infrastructure products which scale to the level of the internet --- as in bandwidth and George Gildner(I apologize if I have his name wrong).

Now what do you do to get that message out? What do you do to say to the internet world that you have something that is the solution to a number of technology problems which we at Novell understand you are going to need to solve?

Eric personally convinces the top people in the various political and economic groupings. Unfortunately what is being neglected here is the people. The internet is not some kind of cookie cutting machine for the use of Madison Avenue. It is the peoples network. As such you must convince the people and not only the leaders that your technology is the one that they should embrace.

There is resistance to this. But the brightest stars on the internet --- the Yahoos, the Ebays, the Amazons, etc. etc. have all made that connection.

Novell hasn't --- at least not yet!
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