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: PJ Strifas who wrote (34302)	10/16/2000 9:48:27 AM
From: rudedog	Read Replies (2) of 42771

PJ - don't you think you are living in the past? you say MSFT - a rival to NOVL Do you really think anyone thinks of MSFT and NOVL as rivals any more? MSFT could not have done anywhere near the damage to NOVL that NOVL has done to itself. Time to quit blaming "devil Bill" and look inside NOVL for the source of the current malaise. I do agree with your statement "I don't buy that ANY company would set any agenda/strategy that did not further it's own interests first" but the conclusion that MSFT is therefore insincere about pushing a decentralized model does not follow. MSFT wins in the decentralized world - that s where they have always won. SUNW wins in a centralized world. This is just savvy product and marketing strategy, but it as real implications for the future of the industry. Since I don't currently hold any NOVL I will get off of my soapbox. But don't you think it is high time for NOVL to quit blaming everyone else in the industry for their execution failures and look at themselves? With great technology in a number of areas, products that were years ahead of the rest of the industry, and a fine vision, they still managed to blow it. Why?

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