ROFLMAO
<<"Novell Inc. has kept a low profile of late">> BS-- lots of publicity as sinking 2/3 of its mkt cap away!
<<"it's been easy to ignore the firm">> Nothing changed there that they have let anyone know about.
<<"The awful part is the May 3 warning that the networking software firm would report only half as much
second-quarter profit as industry analysts were expecting">> And they made zero from operations.
<<"investment houses downgraded the stock, which
promptly lost a third of its value.">> Surprise, surprise!
<<"Understandable; perhaps even sensible.">> AGREED!
<<"And yet, I can't help admiring CEO Eric Schmidt's efforts to transform his
company and the electronic universe at the same time.">> Even though unsuccessfully!
It seems to me that Novell is going through much the same process that made life all too interesting for people at
<<"Lotus Development Corp. in the early 1990s. Having seen its Lotus 1-2-3 spreadsheet lose its dominant position
to Microsoft Corp's Excel, Lotus badly needed to get into a new business. The firm's only hope was a product
called Notes,.. It took years for the idea to catch on, but today there are 50 million Notes users.">> And in the same time frame (years) NOVL stands a chance of doing the same.
<<"Novell is trying to pull off the same feat.""> With out success!
<<" There's not a whole lot of future left for NetWare,">> Another surprise to mgmt.
<<"Microsoft has carved off chunks of the networking software market. Banyan has thrown in the towel, renamed
itself ePresence, and
now peddles computer services in partnership with Microsoft.">> Maybe that will be the survival of NOVL as some companies like msft & aol can take a product/service that is not the greatest available and out sell all competition.
<<"Novell NetWare still sells well, but for how long? Not only did it trail Windows NT in sales last year; NetWare
even fell from second place. It was ousted by the free operating system Linux,">> Whoops! Another surprise!
<<"Not good. But like Lotus, Novell has a plan.">> WOW! plans do nothing for mkt cap or WS interest-- that takes revenue and earnings.
<<"...Microsoft has finally created one of its own, called Active Directory, which is part of Windows 2000. But Novell's
had its NDS system for years.">> Just did nothing to promote it as needed and now believe that may be their ticket to survival.
<<" Novell's
determined to bring them around. Here's hoping they don't go broke first.">> Yes,, maybe someone will buy them soon. |
