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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Dennis Conner who wrote (4252)10/24/1996 11:35:00 AM
From: E_K_S   of 42771
 
Did you notice that the No. 2 man at COMPQ left the company to join a new start up called "PC-ORDER". His salery $1.00! He was supposed to be first in line to take the CEO position at COMPAQ.

PC-ORDER is a private company which is establishing an on-line Internet Computer & Hardware wharehouse on the Internet. The target customers are the VAR's. The company is rumured to have orders in excess of $1 Billion.

Here is my thought and speculation....If the standard PC and software applications and operating systems are seen as commodity products, the real money (and future growth) to be made by the VAR's and system integrators is through installation and contract maintenance fees (ie. Service Revenues). If PC-Order can capture a percentage of this "Service Revene" and be the conduit for all hardware and software orders, there is great growth potential. The VAR's can now leverage their buying power through one central company.

Now, connect this together with an efficient order and delivery system maintained and operated by PC-Order, they can offer a "just-in-time" delivery vehicle to their suppliers which essentially elliminates the "excess channel inventories".

Perhaps Novell (and other joint-venture partners) will hook up with PC-Order to futher develop and expand this concept. The overall efficiencies are tremoundous and all benefit, VAR's, software and hardware suppliers etc. Think of it as an automated product fullfillment system directly linked to each supplier's manufacturing facility......or is this another opportunity Novell will miss out on?

EKS


P.S. Look Novell if you want revenue growth sometimes you have to drill a new well and innovate and leverage on your expertise. We need to expand our revenue sources and a "service and delivery" model like PC-Order is only one of many possible options. Doing nothing will just allow new start-ups to futher take more of the market growth potential of this industry which could be Novell's.
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