>BS, David Lethe: You can't live with anybody who disagrees with you
Even when it's the vendors themselves... I suppose NEC and Microsoft don't "get it" either. I'm sure that David just didn't have the time to convince NEC's management about the merits of NT on RISC, and why they should be continuing to develop products that nobody buys (despite David's rampantly enthusiastic endorsements). I also suppose that Microsoft -- who had the most to win from the public's adoption of NT on non-Intel -- also doesn't "see the light."
David, RISC is just a check-off item, and that's it. There are not enough people buying NT-on-anything-other-than-Intel to make any money. NEC says so. Even Microsoft says so. Get over yourself. This is not the big difference that you or any other pundit makes it out to be. The market has spoken and even the vendors have thrown in the towel! You lost!
>You just can't stand that I was right in advising you to NOT buy
>NOVL when you asked me and other investors in this thread earlier in
>the year.
Obviously, nobody paid any attention. :)
One certainly needs to have the patience of Job with this stock. Even Apple has made the public-perception turn-around before Novell. That's surprising the hell out of me. They announced Armageddon and only went to $16 or so. Hell, Novell's still in strong shape and they're below $11! This is whacked...
The real problem with this stock is that Novell management didn't clearly describe to the street what was going on. The analysts don't know what to think/say, because nobody's telling them anything (except that things are fine, thanks for asking).
*Everybody* is in the dark regarding the workings of this company. The press doesn't hear anything strategic, the customers don't hear about the products, and the analysts don't hear about the company's business successes/failures until they're done with. All this translates into fear of the unknown.
Somebody once said that owning this stock was more painful than hitting themselve in the head with a ballpeen hammer. It's apparent that some others hear are beginning to "feel" the analogy.
I still have faith, though. The bad quarters are behind us. TWo quarters of positive news will be justly rewarded. Judging by the positive press reception towards IntranetWare -- and the lack of insider-trading -- that seems to be more likely than two more downers.
So, David, when the turnaround does finally make it, will you be hear saying "I told you not to buy; I apologize."? Or are you kicking us while so many are down?
I still don't know what you're doing here. You claim not to be an investor, or to be an MS reseller/investor, but you seem awfully interested in our inner workings. |
