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: Paul Fiondella who wrote (34454)	10/26/2000 1:35:35 AM
From: kilo_watt	Read Replies (3) of 42771

With all due respect to Novell, "leveraging that installed base" is simply not enough. The LTIB model is-- again (trying to avoid Scott's "straw man" defense (no offense Scott, but you do do that)) I will concede that there are a couple of exceptions-- nothing but incremental revenue. The Netware 6 rev (I don't honestly consider it a new release) is generally not strategic to most of the installed base. I'm not going to try to play armchair quarterback. I don't know what's best for Novell. Business execution sucks, that's for sure. But, there's no doubt in my mind that much of Novell's R+D is literally years ahead of the market. It's an incredible and saddening dichotomy. To think what Ray Lane could have done at Novell... Novell could have been another Oracle, bigger than Oracle. Stewart Nelson and Rich Nortz are not the guys to lead Novell to the promised land. I do miss flying on the jet :) Coach sucks!

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