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: Scott C. Lemon who wrote (30807)	3/25/2000 12:02:00 PM
From: PJ Strifas	Read Replies (1) of 42771

Hello Scott, Would it be too much to think they could "win" both? Even better to show they did win :) I suppose it will be one of those questions I will be carrying with me to BrainShare :) Sorry I didn't have the details -- it IS encouraging to see (as a shareholder) that Novell is working to bring eDirectory into internet solutions for customers. To my knowledge, in 6 months they have brought that number to 2. However, I will be asking some pointed questions this week to discover how they plan to ramp up their efforts to move eDirectory into a more visible web presence (ie, a top 5 ecommerce web site). Perhaps there is a multi-layered approach to revenues here -- one being product sales, the other being consulting services. I suppose one could also add development services as well which in the long run would prove to resellers and VARs that the marketplace DOES need Novell partners who CAN MAKE MONEY in this space! By the way, I just locked in my flight...I arrive in SLC at 3:30 pm tomorrow. I will be running to register directly after landing so keep a beer cold for me until I get there :) I look forward to seeing you again! Regards, Peter J Strifas

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