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

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To: Scott C. Lemon who wrote (30818)3/26/2000 6:15:00 PM
From: ToySoldier  Read Replies (2) of 42771
 
Scott,

You took the words out of my mouth. Many senior Novell Management do read the posts on SI (although lately I might question the value of doing so). If Fred were to provide a detailed list of specific things he would like to point out to Steve and his team, they would likely read it, BUT the infrmation must have concrete tangible value.

They dont want to hear philosophical points as much as they want to hear actual business issues, problems, solutions, drivers, and perspectives on Novell's current technologies that Steve's team could use to develop future marketing strategies. The one they will be announcing this week will obviously not take into account anything this board has to say in the next while - since they have already created a marketing solution. But, evolution of this new "thing" could be impacted by valid and valuable points made by Fred and others.

Novell wants to know what issues & perceptions of the decision makers that are or could become paying Novell customers are causing them to stop, avoid, start, or continue to purchase Novell technologies. Fred does talk a lot about the INDIVIDUAL and TRUST and that is a great theory BUT the individual simply does not currently put a lot of money in the hands of Novell's revenue stream.

If/when Novell moves toward more and more NET Services in addition to NET Services Infrastructure, then the opinions of the INDIVIDUAL will carry more weight (strength in numbers $$$). But Novell wants to know why a CitiCorp is still loyal to Novell and why other industry giants dont even give Novell a token look. A bigger bang for Novell's marketing buck if they could start turning ON interest in those non-Novell loyal accounts.

So Fred, please detail what business problems are stopping you and your business from having a Novell technology loyalty? How would Novell better demonstrate / prove their technology solution to your company? What is missing in Novell's technology that keeps you from buying Novell? Is their a message that Novell is not getting across regarding what they have to offer you as a business? Is there a better way that Steve and his team could present Novell's solution to you and the industry? A better format? A better media/medium? What players, events, critical influencers, motivators, etc. move you and your company to make any I.T. decisions?

Answer us these kind of questions Fred and you will perk the ears of Steve and David.

Cheers!

Toy
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