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Technology Stocks : Novell is Dead. Apple is Dead. Long Live Microsoft!

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To: Roger Mariner who wrote (95)6/26/1996 3:43:00 PM
From: Thanh Pham   of 238
 
Roger

>>>John, I concur that Novell could be the next Wang. I maintain that Novell's only
chance for survival lies in the arms of a stronger, more agile partner. Novell has
blown opportunity after opportunity. Why would they change now?

For what it's worth, Apple hit an all-time low today.<<

The difference between WANG, Apple and NOVELL is that both Wang and Apple do not have 60% of the market share.

I agreed with you that Novell may loose some market share to NT. But that is not the end of the world.

The Internet/Intranet market is emerging, and it is going to be very big. Novell should be able to leverage their customer base to penetrate this market and get themselves out of this mess. All the steps they have taken so far seems to be in the right direction.
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