Hello Dwight,
I know that this was not sent to me, but (as usual) I needed to respond.
> Paul,
>
> My own opinion of Scott Lemon is that he really was sent here to
> create turmoil and dissension.
I've attempted to address this previously, but I have not been "sent" by anything other than my own determination to fix things. And I think that *some* of the discussion on this thread is fundamentally broken. I am not trying to "create turmoil and dissension" unless that somehow gets this thread back into reality. I guess that if it makes people think, and explain their motives, and gives me a better idea of the foundations of their opinions ... then I can try to better address some of these issues from my perspective. I will only do this if I think it will help. I also own a bunch of NOVL! (From 1986 and 1991 options + stock purchases)
> His measured and calm responses are in contrast to the anger of Joe
> and others. He comes across as thoughtful and a very "nice" guy.
Yes, many people here at Novell have explain that they were shocked that I could keep my calm through this thread. But I have to say that since I am trying to address issues with questions and common sense I haven't had a hard time. I also will say that I was taught to "count to 10" before responding ... something I didn't do very well until more recently. I also fully understand that the differences in temperment and representation will potentially offer credibility to my posts. I am not here to harass any person or group of people. I'm here to win this game ... I want Novell to succeed! I'm afraid that some of the suggested changes are not in the best interest of the company, or me as a shareholder.
> Yet there is absolutely no substance to anything he says. No
> insight, only "wait for good things to happen".
What is it that you want me to say? What should I disclose? As I stated in an earlier post, I'm sure that you are welcome to participate in the same non-disclosure breifings that our customers are in. I would be more than glad to discuss thins with you. But I'm not sure that a public message board is the place to post company information. I'm sorry that I won't step over certian lines that I have created for myself. If you have specific questions, that you know could be answered publically ... ask away!
> So he will create a following of those who are not impatient or
> action oriented. That will slow down any shareholder revolt.
I don't want to slow down, or prevent, a "shareholder revolt." I just want to make sure that we all fully understand the implications of our actions and that we have set realistic expectations of the results. I have asked before, and not received calculated estimates. Can someone , more knowledgable than me (which many of you think there are many!) please let me and our other shareholders know what to expect if a major BOD turnover occurs while a CEO search and internal restructuring are underway? Should we expect a month? Two months? Six months? A year?
> I don't believe it's an accident.
Oh no ... no accident. I came here on purpose. But it was my purpose.
> Hope I don't sound paranoid, and do agree with Tom that Scott is
> welcome to post here. But more personal info is needed before I find
> him credible.
Please ask away ... I'd be more than give you more information about myself and my perspective. As for personal info ... I like CSCO and LU right now ... they've been doing well for me and I think LU is determined to change the world. I like that in a company!
> I've stayed on the sidelines during Joe's revolt, wanting to wait
> for the earnings. Not that I disagreed, just that my investment here
> in time and money isn't that big a deal.
>
> But the earnings were horrible, and the corporate attitude towards
> them worse. Should we really believe that Marengi had no idea German
> sales were weak until too late to do anything about them?
Just to show some balance ... if the comment about German sales was not taken out of context then I have to say I'm very surprised! How could no one know. Someone has to be accountable ...
> Please.
>
> Dwight
Sorry for the long post ... I'm going to bed!
Scott C. Lemon |
