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

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To: Alphonse Viazzo who wrote (18945)12/18/1997 10:34:00 PM
From: Scott C. Lemon  Read Replies (1) of 42771
 
Hello all,

Alphonse actually posted this, which appeared to be in conflict with another article:

><<Ballmer took the opportunity to list Microsoft's friends and
> competitors in various markets. The competitor list was no
> surprise: Netscape Communications, Oracle, IBM, and Sun
> Microsystems--with Corel thrown in, more surprisingly.>>
>
> Ballmer: IE 4.0 a tradeoff
> news.com
>
> Novell has nothing to worry about. It is no longer a competitor in
> the eyes of Microsoft <g>.

I was curious that this author had written two articles and one said Novell ... and one did not. I wrote to him and here is his response:

> Scott--
>
> Thanks for writing; you've got sharp eyes! The articles were indeed
> based on the same interview. The article without Novell was written
> from my notes and should have said that the "list of competitors
> included" to make it clear that we were omitting some. I agree with
> your assessment that what Ballmer sees as competition is
> significant. Thanks for pointing out the discrepancy.
>
> Alex Lash

Scott C. Lemon
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