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: Phil Jacobson who wrote (25654)	2/25/1999 11:38:00 PM
From: Paul Fiondella	Read Replies (1) of 42771

That is why I have been pressing to have them get somebody from the end user world Companies like Ebay, Amazon, Home Depot etc. are marketing companies. The whole PC industry was based upon small very useful technically imperfect products. Look at Compaq --- what does it make? Look at Dell --- what does it make? And Apple today is a fashion statement. Novell needs a little pizzaz. It needs someone who can run with the Digital Me ball. Someone with entrepreneurial thinking. Not another engineer running marketing. You hit upon the most important thing he had to say. When I was beginning my career I worked with a fellow who was responsible for the algorithms that enabled smooth shaded color images to appear on a raster screen for the first time. We had some of the first color computer graphics images up on our systems. The first Star Wars movie had just come out and we all went to see it. Everyone saw the possibilities of taking what we had and applying it to making movies. But everyone thought we needed bigger computers and specially designed memories etc. etc. and better algorithms. One day I showed these guys an animation movie made by scratching the images directly onto raw film. The guy didn't even use a camera. There was very little reaction. They didn't get it. They needed more computer power and more computer power. I understood then that they didn't have a clue about making movies. Surely they would pick an artist to work with who could calibrate the video tape machine over one who was creative --- assuming of course they even knew what an artist was. These guys had absolutely no interest in personal computers. The irony is they had every opportunity to make movies --- with Lucasfilm and with vast amounts of money, and every opportunity to acquire and use more and more technology and engineeringtalent. But they kept needing more and more technology, a better algorithm, a fresher PHD in the lab when all they really needed was creativity. SOmething they didn't have. So the further irony is that of the two heads of this project one of them is now working for Microsoft as a kind of research fellow and the other works for Steve Jobs. Every opportunity (they certainly had the lead on everyone else) but no creativity. Is this what is going to happen with Novell?

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