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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Scott C. Lemon who wrote (15380)8/8/1997 11:45:00 AM
From: Joe Antol   of 42771
 
Hi Scott. Individual decisions. However, those decisions are weighed
extremely carefully, especially in an area of which you asked me this
question. In the current "climate", as you can certainly see with
regard to the "positioning" to Microsoft and NT, these decisions are,
or can be ummm... "dynamic" for lack of a better word. In other words,
give them a "good enough (business) reason" to modify a decision, and
in all likelyhood, your wish will come true <g>. Scott, the article
that Gerald (Herbal) posted -- the in-depth (current) interview with
Schmidt was very interesting. You should read it a few times, to
catch the nuances. I'm still of the opinion, that if you do not "beat"
(not "meet") your product deliverables, you do not have the luxury of
time. Again, (Paul restated my position). Longs - tough decisions now.
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