Jim, as Salah pointed out (an "ex" level headed Novell investor) the problem as far as the stock price is "trust". The analysts, money managers, and Wall Street in general don't trust current management. After the last quarters earnings with no warnings, the weak statements by Joe Marengi regarding earnings, and the CEO delay, Novell is buried from a trust standpoint. So badly damaged that it will take years to repair. Nothing else really matters anymore, IMHO. We're way beyond talkin about products.
Simply put, Novell dosen't have that kind of time, and needs the support of the investment community to gain the momentum necessary to keep MSFT in check. The "trust" factor has overflowed from Wall Street to a increasing percentage of your customer base, causing growing concern that investing in Novell, is investing in obsolesence (sp). This cannot be fixed by Joe Marengi or John Young (the invisible temporary CEO) or many, if any of the current BOD members. Also very important IMO, is removing Noorda's influence over the board.
The Noorda days need to end, and the next generation of Novell needs to start kickin butt! The products appear to be there, the problems seem to lay everywhere else. Seems like a spotlight on new blood, new plan, and totally revamped marketing and pr departments is all that may be necessary. But...all the old blood needs to GO...NOW!
sf
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