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

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To: BP Ritchie who wrote (19021)12/10/1997 11:54:00 AM
From: Paul Fiondella  Read Replies (2) of 42771
 
Yes of course --- this is exactly what I'm looking for

For over a year I have been pounding away at them. As did our White Paper. I talked to Schmidt at the annual meeting just about this issue. I've Emailed the whole of their management just on this issue.

A SCALABLE JAVA SERVER. (scalable down in Novell's case)

Unfortunately Schmidt doesn't get it. They need less techies and more people with PC world experience. They should study the MSFT model carefully and do the same thing with JAVA. Do that and NOVL is a $30 stock.

A JAVA server that outperforms everybody else in the Intel world is just the kind of product Novell needs. It doesn't require PR just benchmark articles in the PC magazines.

Its a case of build it and they will come---despite what VK says.

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Of course a two tiered good developer program (divided along VAR lines with the big VARs taking the enterprise implimentations of apps and the PC software companies taking the mass market) is manditory. And they must study how NOvonyx performs in their channel.
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