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: Don Earl who wrote (15351)	8/7/1997 11:40:00 AM
From: David A. Lethe	of 42771

Don: I no longer have a position in NOVL. Which backs my opinions just as much as a stock holder. I say the company is not a good investment, and I don't invest in it. You say it is, and you invest in it. Both of us have "backed up" our positions. I am not mad about anything. I had enough sense to get out when the stock was worth a lot more. The point is, that NDS and Netware just aren't as important to the industry and computer users as they used to be. Sales reflect this. NOVL as a company is no longer "strategic" or even interesting to the industry professionals. Trade rags don't cover the company like they used to. Application vendors aren't porting to netware. The few that have a native application already have NT ports. Their core products are in a maintenance-upgrade primary sales cycle. How many new sites are installing Netware vs NT?? FYI, IBM has been bundling AIX connections for over a year on ALL RS/6000s. AIX connections lets the RS/6000 appear as both a NT file server, as well as Netware file server. Good luck as a NOVL stockholder, you'll need it.

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