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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: waldemar cyranski who wrote (28368)	10/2/1999 4:19:00 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

Life On The Edge.... >>Dear Howard, your observations about Utah are certainly valid, 2 years ago when the stock was 13 I posted that I thought the perhaps the problem with management might just be that many are happy Utah campers and even perhaps Mormons, and perhaps they march to a different beat???? and that beat is not whats playing in NYC or Chicago or the WSJ or CNBC etc. etc......If Eric S. dos'nt have a "team" that he came in with from SUN that may explain the management problems(resignations) he may be trying to establish his own loyal "team" after the fact? Novl. needs the "kick ass" kind of publicity/press to push its image(the stock will follow) and that just dosnt come out of a Utah image/mentality......there may even be resentment by those in Provo watching/dealing with those that got away to Calif.?? N.B. please no private messages to me about Mormons/ Utah etc. I have two thousand shares that dont care what "YOU" think! Regards, Waldy>> Based on my limited experience, I have found that Utah produces some great engineers and entrepreneurs, but preferably when there's still a technical edge. If the edge wears off - Netware, Word Perfect - companies need to still be in synch from a technical marketing, enthusiasm and vision point of view to evolve and grow. Enter Eric Schmidt. Focusing energy on that maniacal quest for "the edge" is great, but, as we all know, too well with Netware, "the edge" can't survive if it comes with a mindset that has to retain the same maniacal control over what's created. For Novell to win in on the Internet, NDS has to be freed from this maniacal control. A new spirit must be nurtured, perhaps even a new division must be created.