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: Costa Kapantais who wrote (34538)	11/1/2000 8:35:19 AM
From: Paul Fiondella	Read Replies (1) of 42771

What do you disagree with I don't think there is deadlock as to the general strategy, or at least not as much as when you had a head of marketing that thought Novell was going to make a comeback as NOS leader. Eric's strategy is quite good and forward looking --- building out from the installed base with directory services. My point was that this is not a product based strategy as kilo_watt was advocating but a service based strategy, which he kilo_watt objects to. Whereas it appears to be the only strategy Schmidt can use to move the company forward. As to gridlock, what I meant here is that Novell still is not able to take promising technolgy and commercialize that technology into products. Microsoft and virtually every other company is better. Also Novell is unable to explain what it is doing clearly to the public and they appear unable or unwilling to hire people that can explain what they are doing. Some press people do try to do this for them but Novell behaves often as if it is still a big big deal of a company with a lot to hide from everybody. Instead it should aggressively seek publicity for its technologies and products.

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