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: Scott C. Lemon who wrote (9065)	3/9/1997 9:08:00 PM
From: BP Ritchie	of 42771

Hi Scott ... I'd like to offer some opinion about the following quotes earlier in this thread. From Reginald's note to you: This portends doom for NOVL if they don't up the ante from a technology and marketing perspective in the short term and for all relevent markets, not just the low end server arena in the intermediate term. From your reply to Reginald: Yes ... I hate the word doom ... but if Novell doesn't have an impressive release to combat this hype we'll be having more problems in the market! ;-) My opinion: Novell has now, and has had at it's disposal for the past 12 months or more all of the technology required to dominate this market and cause it to grow at least 2 to 3 times of it's current rate. I haven't seen that technology packaged effectively into products (at least in products that can be recognized by the people that make the purchase decisions). I think that too many people at Novell are applying the judgement implied in your reply to Reginald ... I believe it is an engineer's perspective. Although there is merit in this perspective, more than an adequate job of the engineering tasks has already been done ... and Novell is not marketing the solutions already to sell, nor do they seem to be taking the last step of a few weeks of packaging effort to create specific targeted products for this amazing large market opportunity (small Networks ... 2 to 10 users). It seems to me that it will be at least 2 more years before MicroSoft will have technology that is competitive with what Novell has now ... yet they are trying to lockup this market opportunity right now ... and lock Novell out. Why can MicroSoft sell what they haven't even developed yet, and Novell can't seem to bring themselves to sell what they developed more than a year ago yet? ... Rhetorical question ... !!! I know Novell can sell ... and win a huge market position, all it takes is a little change in leadership, attitude, ... just light the fuse, or let me know who can, please. PS ... can you tell me your relationship to Jim Olsen?

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