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

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To: ToySoldier who wrote (34474)10/29/2000 10:21:51 PM
From: Frederick Smart  Read Replies (1) of 42771
 
Toy......

>>it seems that most of Novell has gone into its shell. The marketing people and even the people i helped on the new ASP strategy have generally not called back or are seem eager for business.
I cant understand it. It ssems like moral inside Novell is real low all around and they just dont seem to have the spunk.

I was just talking to a Director at our local City Government IT shop. He stated that they are headed toward a full organization-wide Active Directory rollout!!! I asked him if he knows the extent of this strategy for his NetWare departments, NT4 shops, Windows/95 workstations, other non-Windows2000 servers, and network devices that could not take advantage of Active Directory. He kinda understood the limitations but was assured by MSFT that all will be OK. I also said "let me guess...MSFT has offered any of the software free and even is providing free top level Microsoft support". He said, "hey yes how did you guess?". I said "because Microsoft is desperately looking for a complete AD rollout that they can brag about since most customers realize the limitations of AD, and if you fail, well they offered you free software". PS: this organization has NDS structures inside it.

I just dont think there are enough Novell sales feet on the street and those that are trying to help Novell just dont get enough support or rewards for helping Novell. Now that I am a non-IBMer vendor, I know what it feels like to be a soo small that Novell doesnt even care. I am working on the small vendor thing as we speak.

Ohh Well {sigh}

Toy>>

ONE DIALOGUE:

Have you lost your mind???

Why comment about something you don't know anything directly about??

You don't work inside Novell, so why even share these wild speculations as to them "shutting down??"

Folks like you who work in these "small shops" must have nothing else better to think about then now Novell is falling behind on the "spunk" meter.

====================

ANOTHER DIALOGUE:

Sounds like you are seeing, feeling and sensing some of the same things I and others are.

I just hope Novell doesn't lock themselves away from this "reality" too long for if they do the collapse will happen and it will be more sudden than any of us think.

If some inside "new" leadership gets the guts to challenge the closed status quo management they must not waste any more time.

NOW is the time to move against Nelson et. al.

I don't believe Nelson has any REAL power. It's all smoke, fire, mirrors. Complete and total bluff separated by a very thin line of truth that would easily unmask his lack of leadership, energy and vision.

Peace.

GO!!
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