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: Frederick Smart who wrote (26784)	4/28/1999 11:29:00 AM
From: PJ Strifas	Read Replies (1) of 42771

Hello Fredrick! I think this sums it up very well: << Find these little communities and ALL their related resources, etc. Connect and tie these zones of influence and resource info and apps together so that community participants can enjoy a value-added which THEY - not Yahoo, AOL - control and can more direcly benefit from.>> If this message would get out into the minds of the general public, I feel it would do more than any other type of advertising known to all of us. The message of CONTROLLING your own information would start great debate/discussion - even if digitalme can't at this time provide the type of control we would think is necessary. It would bring hope to people that it could evolve/develop into something that could. This alone would be worth alot in terms of mindshare and attention. Do you think this would directly relate to Novell's persception as an internet company thus fueling stock growth? If so, what plateau do you feel Novell would climb to with this type of market perception? ($80-$90 range?). Would we see Novell moving to higher trading multiples that companies like AOL, YAHOO and MSFT enjoy? From what I understand, Novell doesn't move in this type of atmosphere but is rather tied to it's revenue and thus more traditional valuations. I'm hoping this will change to reflect the more exciting and potentially huge gains of the "internet companies" with the coming products and alliances Novell has charted for this year. Growing leaves is a clever analogy but we still need to feed the snow to polar bears. I'm watching groups of people introduced to the networking world via MSFT's MCSE certification program who have NO experience with Novell (or any other OS) and don't care to. I hear them spout MSFT doctrine (really marketing hype) as truth and quite frankly it borders on silly but...it's happening. I'm rather alarmed by some of the ignorance and subsequent arrogance of these self-proclaimed networking gurus who don't even know that MSFT's NT doesn't handle TCP/IP natively! How can you be an "internet company" when your product doesn't even do "internet" for real!?! What happens when this "generation" hits the workforce and their decisions are more influenced by what they know (and hear) from MSFT alone? MSFT is churning out point-and-click Network Engineers who basically become drones for the company and these people will likely NOT see the light of NDS any day soon. Peter J Strifas PS- This weekend we're planning a test of NDS for NT 2.0. What we plan to see is if Novell's NDS-enabled products will work on this NT box (such as ZENworks). Theoretically they should but if the proof is there, this is a MAJOR coup for Novell. It proves that the sales of directory-related products is the future and not server sales. If anyone else has done the same, I'd love to hear from you. Please send private message :) Thanks!

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