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Technology Stocks : NetObjects, Inc. (NETO)
NETO 0.00Nov 6 4:00 PM EST

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To: Wil Faller who wrote (120)5/20/1999 5:11:00 PM
From: Cesare J Marini   of 278
 
Well the price drop today would suggest you are on the money. But, IMO something still does not add up. The new account with Novell is based on more than an ongoing interest in NETO's health.

Well, I agree with you on that, but I suspect Novell's interest is more related to the fact that they have a stake in the company, not because they believe it's a superior product to everything else on the market.

As far as I can tell IBM is still actively selling NetObjects products.

I'm sure they are, but it's a nonexclusive contract at best. They're free to partner with other companies who compete in this space, and in fact their contract with NETO specifically says as much.

NetObjects Infoworld's Analyst Choice award, CNET's Internet Excellence award, and PC Magazine's Editors Choice award.

Well, these all sound impressive, but the fact is that these awards are not usually given to single winners -- more than one company can (and usually does) win an "Editor's" or "Analyst's" Choice Award.

Looks like BT Alex.Brown got tired of supporting NETO at 12. The stock is probably going to get more volatile from here -- you may get some good trading opportunities out of NETO yet.
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