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: PJ Strifas who wrote (26895)	5/23/1999 9:35:00 PM
From: rudedog	Read Replies (1) of 42771

PJ - Eric Schmidt is what Ballmer really wants to be and this article and many others like it are merely publicity pieces. I think you need to look deeper. Ballmer is not a bit like Schmidt - Ballmer is no technologist, and does not pretend to be. What he is and has been throughout Microsoft's history is a very effective decision-maker and leader. I believe that the impact of the recent organizational changes are far reaching and we will see a substantial shift in the way MSFT does business as a result. But there is no need IMHO for Schmidt to do Ballmer-style PR. NOVL has made a remarkable transition from dead-end NOS company to a company which has developed thought leadership and cutting edge products which have revitalized opinion about its prospects and future. All NOVL and Schmidt need to do is deliver and they will assure success for themselves and for all of NOVL's long-suffering shareholders.

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