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

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To: Joe Antol who wrote (4574)11/6/1996 7:23:00 PM
From: Joe Antol   of 42771
 
Well, here's ANOTHER love note to JOE (Marengi, that is...) ...

Date: 6 Nov 1996 14:14:04 EST
From: <jantol@monmouth.com>
To: <Joe_Marengi@novell.com>, <Peter_Troop@novell.com>,
From: Joe Antol

Subj: Bad News For Novell?

Hey Joe Marengi,

Here's some current stats right from 11/4 CRN - Enterprise Networking
Page 92.

Gartner, Forrester, Aberdeen---Hmmm... they can't ALL be wrong, huh Joe?
======================================================================
Quote:

A survey conducted by Forrester Research Inc, Cambridge, Mass., revealed Novell is losing favor among 50 Fortune 1000 IT executives who focus on strategic planning for their companies. Strategic miscues and the rush to install IP-only networks are reasons the managers are giving for their disillusionment. although many still plan to use NetWare in the future, they are relying on other technologies for their Internet/intranet applications:

Will you use NetWare in three years?

Don't know 16%
No 36%
Yes 48%

Will Novell play a part in your Internet/intranet plans?

Don't know 16%
Yes 12%
No 72%
======================================================================
End Quote:

Now Joe,

How do you think I feel about my 6 figure investment in the company
you're running? Rhetorical Joe, rhetorical.I've been a loyal investor
for a year now, but you know what? The more I see and hear, and the
less I see from you, the more I believe it's not MSFT that's going
to do you in. It's Novell. I think you are dying, like Borland, and
Apple. 72% OF RESPONDENTS SAY "NOVELL WILL NOT PLAY ANY PART IN MY
INTERNET/INTRANET PLANS! Man, give it up already.

Again, I will copy Peter Troop, but I don't expect anything. But I
will post this on SI so at least SOME of the investors can see it.

Oh Yeah, I forgot, you're out of town, err... "Marie" will handle it
for you, right?

Right Marie?

Joe Antol
======================================================================

Joe...
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