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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Paul Fiondella who wrote (18732)11/26/1997 10:10:00 AM
From: vinod Khurana  Read Replies (1) of 42771
 
He cut 1,000 jobs to save $40 million, turned around and spent it on jet fuel. This whilst the company is sitting on the edge and the only thing holding them from falling apart is that $1 billion in cash. Now he wants to invest it in startup companies.

If he was smart, he should take $500 million and invest it into MSFT. Take $250 million and invest it in Time Warner. Take the remaining $250 million and invest it equally among Comcast and TCI. MSFT and cable...thats where the future lies for profitability. In ten years, NOVL will have over $2 billion in cash and all for doing nothng and sitting back. Forget NetWare, the marketplace is rapidly moving towards NT...Foird Credit corp. just converted its NetWare based servers to NT two weeks ago. Who's next ?

It is not whose technology is the best that is determining the leadership here. It is marketing and right now and for the next few years, MSFT is in the lead.

NOVL should sell out. Wallstreet has little confidence in NOVL surviving on its current product set. To repeat the question: What does NOVL have to sell ? NetWare 4.x and BorderManager. The first is losing marketshare rapidly..the second faces to much competition.
Groupwise has dropped to third place and behind Lotus and MSFT. Soon it will become history.

JAVA based apps. are in the infancy stage. I wrote a JAVA applett just last week and it took forever to load using JDK 1.1 appletviewer. Imagine the performance over the internet.

NOVL betting on JAVA ? Get real !!

V.K
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