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

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To: Scott C. Lemon who wrote (15218)8/5/1997 11:25:00 AM
From: Paul Fiondella   of 42771
 
Ever heard of a Potemkin village?

> Joe Antol
"Scott, all of the stuff you say you're going to do or are doing, or is "about to be released", or in "beta", or this or that, does absolutely "ZERO" for the bottom-line perception, or actuals of your company. You know it, the people here know it, and I know it."

> Scott Lemon
"I don't know that I agree with you on this last point. I'm reminded of a story I learned as a child about some pigs building houses. I remember a pig that built a house, very quickly, out of straw.
It might have looked good, and the parties could begin, however it was a very short lived, tactical solution. I was taught to recognize this as "extreme tactical" thinking. There was another pig, that was made fun of by the others, all because he was toiling to create a foundation for the future. This was "strategic foundation work". I think you might agree that both are necessary for success. I believe in what is happening at Novell."

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So if I understand you correctly Scott, MSFT which puts up the straw house while Novell works on the massive monument, the same MSFT which then convinces everyone to buy into the straw house, while you cannot even tell us where Novell revenues are going to come from with regard to the massive monument, this MSFT is somehow going to be punished for this fraud?

I think not Scott.

I don't think you even understand the basics of marketing. If there are two widgets out there and one does enough of the job to be useful and the other does something that might be useful someday, which do you expect the client will go for---the one that does something today or the one that promises to do something tomorrow?

NT runs applications. Citrix runs applications. Where's your JAVA alternative?

Scott C. Lemon
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