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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Kevin Millecam who wrote (17344)9/17/1997 5:32:00 PM
From: vinod Khurana   of 42771
 
Thanks Gerald and Kevin for clearing up my concerns on Groupwise.

So you are telling me that I can install Groupwise on a UNIX box or an NT box or any other platform for that matter ? In other words, I do not need NetWare as the base O/S on which to install it ?

Well about time somebody told me that. Heck, I thought NOVL was just into NLM's and nothing else.

O.K, now that we have that cleared, do either of you know:
1. how many sites are running GroupWise of a non-NetWare server
2. who among the fortune 500 companies in the U.S are doing just that ?
3. was Groupwise rumoured within NOVL to be on the selling block ?
4. Have the # of units (however which way you want to measure it) of
Groupwise increased, decreased or remaind the same over the last two years ?
5. In your opionion as an outside investor and knowing what you do
from the inside, what should NOVL do to get back on track ?
Now agreeing with the strategy as set fourth by your chief is not
the answer I am looking for. For one, your chief is turning this
company into an intranet/internet company but it is difficult for
many to get away from the mindset that NOVELL is NetWare and nothing more.
6. You said NOVL is developing a platform on which to run future
JAVA apps...in other words a NetWare O/S written in JAVA or a
NetWare O/S as it is but that can translate JAVA code ?

You know Kevin/Gerald, NOVL has some of the greatest and competent employees around but I believe it is the senior management team that really screwed things up. The new management is questionable because they don't have a track record by which we can measure them by....at least at the CEO level.

I still believe as both an investor in NOVL and as a decision maker in this company that your customers would "feel" much more secure if NOVL was to team up with an industry giant such as IBM. The feeling that NOVL is embarking on a route on which it is entrusting everything and given its past mistakes does not make us big customers confident that NOVL can turn around and be what it once was.

NOVL has made one to many costly mistakes in the past (purchase of WP, UNIX, Quottro Pro) and what confidence do we have that it will not happen again ? It reflected very poorly on management.

Eric is a techy not a turn-around artist. I hope for the company's sake NOVL succeeds but don't expect large companies to wait and see.
With all the momentum behind MSFT and the pressures from end-users for MSFT products, is is very difficult to say no to them. Very, very difficult.

V.K
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