Novell (NOVL) dirt cheap, good buy? Message Board

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

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To: Elmo Gregory who wrote (6125)	12/23/1996 7:24:00 AM
From: Kenneth E. De Paul	of 42771

Although you're right about Troop's response, it still leaves me feeling uneasy. I do not see specifics regarding what Novell intends to buy and why. (ref the 1 bil usage statement). I do not see what a CEO should do for Novell, but just a trust me request and I will let you know. This search also seems too long. If the Novell vision cannot be constructed without a CEO, the board should have kept Frankenberg until the time they found what they wanted. If the board has a definite vision, then the new CEO must be their vision implementer. We should know what the vision is and who (type) should fit it. The the investment of the 1 bil could be used to enhance the vision implementation using it to acquire x, y, z firms (again, type of firm). All in all, it seems as if there is a personality contest going on and customers and we are holding the bag. That is why I think these people should be given their exit. Sorry for the long response!

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