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


To: Frederick Smart who wrote (28380)10/2/1999 4:45:00 PM
From: Frederick Smart  Read Replies (1) | Respond to of 42771
 
Life On The Edge (2)

I agree with this part your statement Waldy:

>>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.>>

Most companies from Utah are gun shy, but gun sly. They know how to hold the gun, but are less apt to pull the trigger. If a new ideas pull triggers from outside then that's not going to be enough. The tendency is that control from the inside has to be there first. It has to be "my" gun in "my" hand shot using "my" will.

I'm invested in two Utah companies right now - Novell and I-Link. There are similar ingrained management styles and mindsets that have a hard time accepting energy from outside the valley. A lot of us. vs. them political stuff that's just unecessary.

Customers are "them."

But the world isn't stopping. "Them" is going away. "Us" is the new way.

I think this, too, shall pass for control and and all growth is shifting "away" for the real energy is "out there" among individuals. From here on out, more and more people will realize that in order to grow they must stop shooting and lay down their guns.

Finding the edge will be related more to "giving up" trying to control the edge. For customers, not companies, have the ultimate edge.

When you try to control things you, by definition, cap the energy. Control energy is the antithesis of the Internet's freedom energy.

Customers will gravitate where energy is being created. The Internet's growth is mirroring a nuclear-like reaction. Growth will be realized in platforms that have the most energy.

When you take this view, Novell must attract the right elements and be a catalyst which launches these thousand IP ships of innovative, positive energy. Chris Stone leaving Novell is just one of many future ships.

Chris is simply a catalyst.