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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Gerald M. Gualano who wrote (8082)2/20/1997 3:19:00 AM
From: Scott C. Lemon   of 42771
 
Hello,

> If you care not to see the mess as discussed in these responses, I'd
> suggest you look at a 10 year graph of MSFT vs NOVL. Pay particular
> attention to 1992 where both stocks appeared to share the same
> percentage appreciation from 1986, and then look where we are NOW.

In my opinion, I would have to agree that during the timeframe that you define (1992-present) there were many changes that seemed to occur that caused a basic "loss of focus" on the strengths on NetWare. I was no longer at Novell during this time. It seemed as though the "fast growing start-up" Novell was invaded by modern carpet-baggers looking to make a quick buck. "Big boys" in various parts of the company stopped listening to those with vision and understanding of technology. Focus moved to "how to attack Microsoft" instead of "how to move Novell forward". The best defense never puts points on the board. (Well, maybe an occasional safety?)

> Maybe I'm wrong, but I thought this was one of the greatest bull
> stock markets of all time, and I thought NOVL held a premier
> position in one of the most exciting growth industries. If this is
> true, and if management has a responsibility to protect and enhance
> shareholder value, then I would suggest someone or some group has
> dropped the ball and created a MESS.

Yes. During this time there seemed to be some loss of vision. I think that is back and is growing. The decline took some time ... the recovery will take time. But no one I know in Provo is interested in making it a long time ...

Scott C. Lemon
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