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

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To: David A. Lethe who wrote (15470)8/9/1997 10:36:00 PM
From: Scott C. Lemon   of 42771
 
Hello David,

> Scott: Joe's post #14356. He couldn't have said it better than me.

I saw a great deal of truth in Joe's post and agreed with it.

> We could waste a lot of space with me defending my technology
> assessment and marketing perceptions on this company, and rehashing
> my posts over the last year here...

Well, I didn't want to do that. But as someone who works hard to educate our customers, other employees, and partners on Novell technology I *will* try to make sure that Novell's technology is properly represented and would love to answer any questions about the products and technology. It's bad enough that our competition misrepresents our products, technology and value ... I want to make sure if there are questions about what we offer, that these questions are answered accurately.

> Again. Joe hit it. The BOD and leadership of the company has not
> done the job, and tanked this company ever since they had the
> moronic idea to buy wordperfect for a rediculous amount of
> money.

Oh, now this is a completely different discussion than the one about technology, products, capabilities, feature/benefit, standards, etc.

Here I would have to agree. That's why i came back to Novell to try and pitch in and help.

> NOVL had the product line, market penetration, and the channel. Now
> they don't have any of these.

I guess that I would argue this statement. I think that the product line has lagged, and that other products are catching up with our market penetration, and that the channel (as they have always done) are selling other products also. (And I in no way think this is good ...) But I will ask you "Is it over? Is Novell done?"

Are you saying no recovery is possible? Or are you saying it's going to be a difficult manuever?

> David

Scott C. Lemon
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