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

To: Roads End who wrote (28562)	10/12/1999 10:58:00 PM
From: ToySoldier	Read Replies (2) \| Respond to of 42771

I guess enough has been said regarding our points. The only thing is regarding the recent Wittman Hart deal recently. I dont disagree that hiring a top-end Systems Integrator to help push the development of NDS solutions is good component to the end-goal of "NDS Entrenchment". The only thing I wonder is - $100Million for one component of the NDS push strategy. Thats a lot of money for one component of your strategy. Could that same amount of cash be used in more effective ways? $100 Million buys a hell of a lot of ScheMax licenses. It pays for a lot of NDSforNT licenses (thanks Scott for clearing up that point for them). So you dont mind Novell spending $100 Million for a company that will try its best to push the development of NDS-enabled solutions to a big enough part of the industry, BUT, they cant forgive a few $Million at most for ScheMax licensing in order promote NDS Entrenchment. Please explain why you believe Schmidt's HUGE investment is a good means of promoting NDS to the world-wide industry? toy