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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spartex who wrote (25693)	2/26/1999 8:11:00 PM
From: Phil Jacobson	Read Replies (1) of 42771

Another thought on the conference call: One of the NOVL execs said that his recent experience is that multinational corps now realize they can get better value and function by looking for multi-vendor approaches to network solutions, ie, generally they are no longer looking for single-source vendors. I noted this because it's contrary to how my company views the market and to how we're positioning products. I asked our Marketing Communications guy and he gave me a really interesting reply. He said that the NOVL comment wasn't real, ie, what they are really saying is, "Companies are telling us that they don't want to put all of their eggs in the NT basket...so vendors like us still have a future." He thought NOVL was either engaging in wishful thinking, or this is a reality that is only specific to NOVL because of problems people have with MSFT, or it's simply an attempt to confuse investors more than a reflection of reality. Thoughts?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next