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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Scott C. Lemon who wrote (22272)5/26/1998 10:31:00 AM
From: Paul Fiondella  Read Replies (1) of 42771
 
Why can't NOVL think like an applications company?

"Leverage the OS by adding products that appeal to your target audience."

Now some at Novell would say that we are doing that with NDS. See we have a directory we are adding nice easy to use tools to set it up (ZEN). Isn't that what we should be doing for our customers?

Now if MSFT were in NOVL's shoes what would it do?

In today's Washington Post there is an article about how companies are besieged by unwanted E-mail and Faxes that are spamming up their systems. The employees are spending too much time flushing E-mail, the good with the bad. Moreover they have to assign in some companies a person to look at all the FAXes to separate the junk from the important.

If MSFT were Novell they would ask the simple question---is there anything the NOS can do for these customers? And then they would build it, sell it and tout it.

How about Novell?
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