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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Scott C. Lemon who wrote (15485)8/9/1997 10:13:00 PM
From: Paul Fiondella   of 42771
 
IF you look at the morphology of monopolies, I think it would help your

understnding of what's coming

For example listen to Marc Andressen's comments on the Boston/East Coast area and why it hasn't evolved into a silicon valley with regard to startups. The interview is at the Busienss Week site, one post back.

Monopolies do all sorts of things to inhibit innovation. The very thing you are looking for, "change", threatens them fundamentally. They work to slow it down, make it less possible. Inhibit. And a monopoly is the objective of every business---to be the market leader.

You should compare the mindset at Novell to the one that Andressen describes.

Now with regard to NOVL. If you just review your own comments "absorb or assimilate" with regard to VisiCALC (assimilated by Lotus and absorbed by IBM) you will perfectly understand Joe Antol's message to you concerning Novell.

Novell has reached the point where it has made too many bad decisions for too long. Your BOD for example. It went along with the WP buyout. It missed the Internet revolution. It wasted 9 months farting around with MArengi. Your BOD is virtually unchanged. Its out of touch with what is happening in the industry. What kind of resource is it for Schmidt? You think that helps you survive?

I'm essentially a pragmatist Scott.
I don't think my evaluation of Novell is too far off.

Your company is changing too slowly.
Its not evolving fast enough to survive in the current environment.
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