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: Mark A. Forte who wrote (19290)	12/30/1997 11:07:00 AM
From: Paul Fiondella	Read Replies (2) of 42771

NOVL and SALES What I don't see at this company is any understanding of how serious their situation is. I read Sun as trying to move in on NOVL's best product ideas with more muscle. I see IBM carpeting the JAVA low end server market wall to wall with products and having a much more dynamic strategy in that area. I look at Novell and I see a company without a strategy. And not just without a strategy for a month or a quarter but for years past. Yet you see nothing changing at the top. Same brain dead BOD. Schmidt as the front guy holding off the Wall Street crowd with his credibility. You would think by now they would have some strategy in place for checking out how well Novonyx can do and piggybacking NOS sales on that. I don't see any sales effort out there at all. Does anybody?

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