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: Frederick Smart who wrote (30834)	3/27/2000 9:02:00 AM
From: Loring	Read Replies (1) of 42771

Fred: This stuff is beginning to sound familiar. From this a.m.'s NY Times Digital Commerce column by Denise Caruso re "The Cluetrain Manifesto". "The manifesto, which states unequivocally that the Internet changes the way people interact with businesses, profoundly and forever, has become a best seller. Doc Searls, a longtime marketing executive who is one of the manifesto's four authors, sees such a positive response as a source of hope. The change, he says, is in the balance of power -- from supply to demand, from the institution to the consumer -- and some investors are now starting to get the message. 'The people in the crumbling ivory towers of old Fort Business are missing the fact that the real action in the marketplace consists of conversations that people are interested in,' Searls says. Ultimately, companies will be successful to the degree that they open up to their customers and unsuccessful to the degree that they close down. 'You either contribute or you don't,' he adds. 'That's how conversations work."

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