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: p friend who wrote (36141)	3/16/2001 10:05:48 AM
From: PJ Strifas	Read Replies (1) of 42771

I find your characterization of Schmidt leaving the CEO office similar to Gates' move a stretch in the least and flat out wrong at the most. There's a "herd mentality" when it comes to MSFT - no matter what they do investors (and Wall Street) believe they will win that market and make a ton of money. Too bad people don't realize how the money really flows into that company....but you are correct that it is about perception and in that respect, Novell pales in comparison to MSFT. MSFT has proven time and again that image is everything in America and that "nice guys" finish last. Also why would you assume that Eric would not be "stay and work as evangelist and strategist for Novell past this merger, I wish he would make a public statement about his commitment to get Novell through this and make his strategy work with Jack"? Even if he said it wouldn't make it any more true than if he just did it right? I mean, if he breaks his promise, who really cares? Regards, Peter J Strifas

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