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: Scott C. Lemon who wrote (15493)	8/9/1997 10:45:00 PM
From: Paul Fiondella	of 42771

Scott, the objective here is not to get you to quit <Is it over is it done> Well if I were at Novell I would be looking for a partner. Your BOD however is against this. They rejected a buyout from IBM in the high 20's several years ago. They simply don't understand how fast MSFT has moved and how fragile the situation is for the companie's survival. We are trying desparately to get the management changes and team in place that will propell the company forward. You know Schmidt can't do it alone. And taht's all they have given you! He has to have a team and a BOD behind him that is a resource. He hasn't got that. All of your jobs are at stake as a result. You guys have had a strategy with regard to the bottom end of your product line that hasn't worked. Even Marengi admitted that in one of his more candid moments earlier this year. You have to deal with the fact that MSFT is taking away various segments of your business. Piece by piece---regardless of the quality. They can afford to buy market share using various monopoly tactics. Look at what they are doing with the browser and the Apple deal. I personally see a possibility that a JAVA server with a migration path for your 3.X small customers to convert their apps to is a possibility. Is it feasible? I don't know, I don't work for Novell. Its feasible in theory, especially with Intel and AMD beefing up their processors every other quarter. MSFt says buy the OS, buy a bigger box and everything will work better than what you have. This is the gospel according to Pope Bill. And its true. Its what everybody in the PC industry has learned. I'm sure it could work for Novell if you guys could change your thinking. (What is it, do the engineers at Novell say we don't do apps machines? Are they OS chauvinists. What gives withthese guys?)

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