Ok,
Let's back up a little.... I was only using the small
buisness situation as an example.... Now everyone seems
to be feeding on it and missing the real point... I live
in the 300 billion dollar company... GM, Ford, and Chrysler
Benz are NOT 300 billion dollar companies... At least the
last time I checked.... The points, which I seem to have to
spell out to you people are:
1. Novell does not fit into a small business situation
anymore.. (Which is why I supplied the example...)
2. Novell does not fit into a large business situation
anymore... (I.E. UNIX, Windows 95/98/NT, Mac, Network)
3. LESS large companies are installing NEW Novell networks..
They are decommissioning the current ones they have or
keeping them alive, but MOST are not rolling out what
you people would love to call NOVELL networks...
My point is that if you have a TCP/IP network, NOVELL
is not NEEDED....
Now let's focus for a minute people... What drives stock
prices up... Well here are a few things..... Maybe I should
try an example again?
1. People invest their money in the company because they
believe the company has long term profitability... These
are the people which help to make a stock more stable...
I.E. the price goes up and stays there.....
NOVELL has nothing that an invester in Technology would
believe to be a good (Sound)long term investment...
Now as for the day trader... He is looking for NOVELL to
be at 6 again so he/she can take advantage of market
reaction and make some money when it goes back to 10...
2. The company has products that other companies or the public
NEED.... Novell does not.... If someone can explain to me
why I NEED NOVELL I would love to hear it.... It is not
good enough to say NOVELL "Netware 5 Kicks Ass"... or
"New Turnaround CEO".... Let's look at why the last CEO
left shall we...??? NOVELL could be the best networking
OS since UNIX/OS2.... It will fail long term... At least
the odds are against it.... I would like to compare it
to the Beta/VHS situation... Or maybe the poor OS2 people
who had a better OS but a company (IBM) that doesn't know
how to market it's product(s)... It is not enough to say
your product is better or put a cool name on it like
OS2 Warp!!!! Hey maybe "Netware Warp" could help sell
a couple more seats.... :^)... LOL... :^)
3. The best way for NOVELL to raise stock prices now would
be to trim some fat... I.E. layoff about 3,000 - 5,000
people... Then you might see 15 again... Over if they
attached NOVELL to Java somehow... Maybe a ALL Java OS...
Oh ya would that help stock prises... Maybe some slick
vaporware of somekind with a great marketing spin to
kick off at the next COMDEX in chicago... Maybe get all
the registered CNE's (I like to call them idiots) together
to shoot and squeal about how NOVELL is going to take over
the world.. etc.. that's the ticket....
Now I would also argue that companies are still installing
NOVELL because of miss precieved need for the product by
people who NOVELL has put on their payroll in what I would
like to call the NOVELL union card (CNE Program).. This was
an ingenious way to get people to pay for training on their
product to insure it's longevity in the market... Microsoft
has also followed suit.... I.E. These Trained people keep
pushing their products..... This was a great scam... Maybe
Engineering Colleges should start a new degree instead of
Electrical Engineering,... Novell Engineer.... Boy would
these poor graduates be in trouble when they got out of
school.... I.E. Finding a job...
Now I hire people and I hire people who have engineering
degrees.... If you notice the want ads... Thier are less
companies looking for CNE certified people because it means
nothing.... Novell is going nowhere fast and its stock price
reflects it, so get over it... My point is a good software
engineer can setup NT/NOVELL/UNIX etc... without any training...
Bye Bye Novell... It was a nice ride while it lasted... See ya
at $6/share... |
