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

To: ToySoldier who wrote (28626)	10/19/1999 12:09:00 AM
From: Bearded One	Respond to of 42771

This article good for a laugh: computerworld.com choice quotes: Course instructor Ed Fandery of Productivity Point International pointed out that learning and implementing Advanced Server is like NT 4.0 Enterprise plus the entire BackOffice suite of servers -- and then some. ... It appears to be entirely possible for domain administrators to shoot themselves in the foot, i.e., to lock themselves out of the domain entirely such that the only recourse is to reinstall Windows 2K AS and reconfigure the network. ... How do you look up a user in a directory? You don't. Even if you're the domain administrator, unless you know what directory to look into, the only way to find a user is through a Search command.

To: ToySoldier who wrote (28626)	10/19/1999 12:15:00 AM
From: Sir Francis Drake	Read Replies (1) \| Respond to of 42771

Actually Toy, our disagreement had to do w/ MSFT stock price prospects, not so much about MSFT business (where I agree with you to some degree - and strongly differ on others, after all, I'm a MSFT bull<g>). Be that as it may, I have had an interest in NOVL for a long time, albeit a trading interest. Frankly, I have always been too dissatisfied with NOVL management to become an investor. Another case of great technology/lousy management. It seemed to me, that NOVL could never somehow translate their tech into market domination. What a contrast with MSFT - good tech/bad marketing vs mediocre tech/genius marketing. So, trade NOVL, but invest MSFT was my choice. But perhaps I don't appreciate the fine points of NOVL - I freely admit that my knowledge of NOVL is superficial at best. As to the trading - what if there is significant earnings shortfall? Could that be a cause of the current malaise? What about product acceptence? Developer support? Are we absolutely sure that we understand exactly what was behind the recent management turmoil? Perhaps those that left, not only left for "greener pastures", but because they didn't think NOVL could be as dynamic as necessary, and it was time to look elsewhere? Ultimately, I don't know, but agree w/ your take on the possibilities. Morgan