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

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To: Paul Fiondella who wrote (26028)3/13/1999 9:55:00 AM
From: Phil Jacobson  Read Replies (1) of 42771
 
Paul,

Excellent view of the big issues for all NOVL investors! I've e-mailed it to several friends and colleagues who I've been talking to about Novell lately. Wish the analyst departments at the brokerages could do that even half as clearly...

Actually I expected a bit more from you on the downside, it's funny how the zits sort of disappear when you're in love.

I think the marketing issue is still a downside risk, which extends from communicating the value of directories to breaking into the brains of people who think they should be committed to MSFT. Big challenges, plus Eric still has some internal legacy issues in that area.

Phil
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