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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Joe Antol who wrote (19591)1/15/1998 12:47:00 AM
From: Scott C. Lemon  Read Replies (1) of 42771
 
Hello Joe,

You stated:

> Hi Quad-K: Thanks. And these are the kinds of things I worry
> about...
>
> This IMVHO is gonna hurt them a lot. (A whole lot)
>
> <<<<<<<<<<<<<<<<<
> Microsoft reverses its NT course
> Firm paves NT 5.0 migration path for Ver. 3.51 users.

Joe, when I read what you say above, I think that I know what you mean, however I start to wonder if your sentence is not appropriate. You use the word "them" in a way that I could take as Novell ... but I could equally see it representing Microsoft! ;-)

What I see here, is a company reacting because they see Novell on the radar again. They are losing their ability to tell the customer what to do. They are starting to experience the power of the customer and the pains of migration. They are making defensive manuevers ... and not in a forward direction.

> "We received a lot of heat from the users who just won't budge from
> NT 3.51 and we've had to listen to them," Allchin said.

I think this is going to hurt them a lot also. They are going to lose a lot of planned revenue ... they thought they could force the two upgrades ... first to v4.x and then to v5.x ... but customers obviously don't see the value compared to their costs.

> >>>>>>>>>>>>>>>
>
> I hope they've planned a strategy for this in their war room

I know that we have, but I agree with you ... I hope that "they've planned a strategy for this in their war room"

;-)

> Regards,
> Joe...

Scott C. Lemon
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