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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: George Papadopoulos who wrote (26496)4/6/1999 2:27:00 PM
From: Paul Fiondella  Read Replies (1) of 42771
 
Well let's count the number of people.

There is Slitz, there is Stone, and there is Simpson.

Which of them is new and which has the primary marketing responsibility?

It may be they need a new person with a PC Focus and a new division in the company but just getting the direction they are taking in terms of an internet strategy known and the message unified would be important.

I have no idea what the policy issues are if any and as an investor I don't care about the politics. Clearly to me Novell is a company with both an internet leadership position to win (noone is giving them the keys) and an enterprise leadership position to consolidate.

The internet area is new for them in terms of organization. So get the organization in place to win here.

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Also you have to allow for the fact that the press is there to make you say things you didn't mean to say in a way that you didn't mean to say them.
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