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: Paul Fiondella who wrote (8727)	3/4/1997 3:17:00 AM
From: Scott C. Lemon	of 42771

Hello Paul, Sorry for the delay ... I had to take the first couple days of my vacation to get some rest ... now it's back to work! > Everyone has the right to post here Yes, we all do. I'm actually gald that such a variety posts ... it's a good learning experience. > However Scott has used that old tactic of questioning poeple's > motives a number of times against people that are heavily invested > in this stock and have sincerely tried to help the company. I guess that I have to respond by saying that the "old tactic" has seemed to serve me well. I try not to be an armchair quaterback and jump to conclusions without adequate proof. I like to understand the motives and psychology behind someones actions. This seems to provide me with more depth of understanding of the situation. When you explain that many have "sincerely tried to help the company." I can only say that my intent is the same. Another thing I learned however is that perspective is a wonderful thing. From the perspective that I have I can see suggested solutions that trivialize the actual situation. I don't believe that an instant switch of BOD and CEO will fix everything and change the company and make the stock soar. I learned a long time back that honest hard work is the only way to make things payoff in the long run. And it takes time. And I know that everyone will flame that time is out, but I disagree ... and will continue to ... because new management started six months ago. They've had six months. And they are making progress. We are working on "strategy" (i.e. not "tactics") to redirect the company for the long run. > My chief beef with Scott is he never tells us what he is doing for > Novell other than collecting a paycheck and he doesn't seem to > recognize the hole they are in. He acts like some kind of > psychoanalyst, responding to what we say with blather and never > giving us any information. Many people here have commented on their internal contacts at Novell ... ask away! It would be hard to find people who don't know what a pain in the butt I am to various groups in the company. I returned to Novell determined to wake up this company to the coming changes in this industry and many of the ways that we can capitalize on them. I have been working to arrange strategic partnerships with other industry leaders ... I have been trying to educate some of the product groups about technologies that exist in the Internet world ... I have been trying to support many of the brilliant people we have here, to push certian technologies into products. I have been working my butt off to try and turn a battleship ... with help from many other employees ... (You know what? After six months I'm actually a little tired! But I'm not done yet ...) > I want to hear some Novell employees tell us what they are going to > do to retain market share in the low end of the market. Again, I'll suggest that this is a more complicated issue than you seem to think. I know that you trivialize this issue and insist that selling Kayak will solve this. However, it is my opinion that this market is evolving rapidly and trying to go head to head here with Microsoft will be difficult ... atleast with a application server product. However, by making a more robust service oriented model, coupled with client-server development environments (i.e. Java) I think that small businesses will be able to more efficiently outsource computing and storage to ISPs. This would be somewhat like the model used with copiers, i.e. Kinkos. I think the low end will outsource more and more computing as service providers are able to provide the capabilities. Look at Centrex with the phone systems. Yes, many people purchase PBXs, but Centrex is gaining ground ... > I don't need the psychtheraphy and I don't need the blather. > Frankly I would have liked to joined the shorts but its not my > style. I have acutally been discussing with others just how many people are being scammed on this discussion list. I love to look at the Internet and it's uses and abuses ... it would be interesting to better understand how many people posting here are putting out the doomsday crap (blather?) just to get foolish investors to follow their whim and make money on shorting Novell stock. I noticed that many people are not happy with the current decline in price and are trying to egg it on further ... what's wrong ... not low enough to cover their short? > I would like it even more if some dose of reality got into the heads > of these Novell employees who post on this thread as if its okay not > to know what our and their company's strategy is in the marketplace > for network software. I would love it if the investors here on this discussion list would truely evaluate and think through their suggestions and comments. (i.e. get a dose of reality) We (well, many employees and I) are fully aware of our position in the marketplace. We are also fully aware of the cards we are holding. I firmly believe that things are changing ... from what I've heard if Novell pulled off a turn-around in under a year it would be far better than most ... and I believe we can do it. I do agree that the CEO search causes an unecessary distraction ... but in the mean time many of us are moving full steam ahead! Scott C. Lemon

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next