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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: BP Ritchie who wrote (9084)3/10/1997 12:45:00 AM
From: Scott C. Lemon   of 42771
 
Hello BP(?),

> 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).

But as we all know, Novell has *not* has the current management team in place for that long. Joe M is new, Denice Gibson is new, Bob and Steve are gone. Many management changes have taken place, etc. So Novell today is not Novell six months ago ... is not Novell 12 or more months. I agree that effective productization needs to take place.

> 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.

I'm curious about the "engineer's perspective." I'm wondering if you comment relates to my "impressive release to combat this hype" wording. When I say "impressive release" I mean a lot more than the product, but the entire package ... product ... marketing ... sales ... education ... etc. What "judgement" are you referring to? I admit ... I'm not sure what you mean ...

> 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.

When I first learned to shoot trap (first time shooting a shotgun) I was told it was easy if you led the target. I barely got the first one, but I hit all the rest. If you aim at the target, you'll miss by the time the target is reached. If you aim ahead of the goal ... you'll be ready for a good hit. Novell has always been leading the target. I'll again say that we are positioning ourselves to successfully penetrate the market that is developing ... the "new" markets.

> 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.

I agree that the agressive nature and abilities on Microsoft are taking a toll ... I also agree that Novell needs to stir up more commotion in the market. I also wish the press would start to really educate the public about what's happening in technology.

> PS ... can you tell me your relationship to Jim Olsen?

I know Jim from Novell. I have met/talked with him maybe a dozen times. He is involved in much of what is going on, and if I had to rate him ... he's one of the "good" guys. Please be a happy shareholder that Jim is at Novell. He's got a lot of experience and a good vision of the future. Oh yes, the week before last I might have been the first to show SI to him. We were working together on some things and we talked about SI. He was curious about my "after hours" interest in this discussion. (Oh ... please ask more ... I know people are wondering ... but "No" I did not ask him to post ... I was actually as suprised as you! And I have not discussed his postings with him yet ... I've been on vacation.)

Scott C. Lemon
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