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

To: George Papadopoulos who wrote (28758)	10/28/1999 9:51:00 PM
From: Spartex	Respond to of 42771

<<I want a TOP marketing guy to be hired by Eric within a month to come in and create some loud mayhem...no more quiet revolutions please, real revolutions are loud and bloody.>> Have just an ounce more of faith George and your wishes will come true "loud" and "clear". I believe the revolution you want is very close. IMHO NOVL could be announcing a new VP of marketing within a month, and according to IR folks, Novell will launch one of their largest marketing campaigns in Jan 2000, not just focusing on branding and NDS, but the tremendous "strengths" and "return on investment" that NOVL products provide over the alternatives. I've been in the stock for about 2 years-- and feel that the next 2 years could easily outperform the last 2. Furthermore, I smell some sort of important alliance/deal with the likes of AOL-SUNW. Not just what Sun's CTO was saying today, but something larger. And I'm sure Bill Joy, who's on novl's BOD, is directly working with Eric on this deal. Of course, JMHO based on my experience, and that of PapaQuadK. "The fun is just about to begin" =;-) Until then--- GO NOVL! Regards, QuadK

To: George Papadopoulos who wrote (28758)	10/29/1999 12:35:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Yiasou George! I think you sum it up very well here: <I want a TOP marketing guy to be hired by Eric within a month to come in and create some loud mayhem...no more quiet revolutions please, real revolutions are loud and bloody.> If Dr. Schmidt can do this for Novell it would bring alot of happy investors back into Novell. Perhaps this type of hiring would at least get the attention of the analysts at first and then perhaps take 6 months to a year before we get some end results (revenue results I mean) from a new marketing campaign. That can cause Novell to easily ride up back into the high $20s and perhaps that $30 threshold again. Without a new hiring, I can't see Novell make that kind of move with support. Any move into this range without a quality hiring would merely be a spike up. (IMHO). Perhaps in that time some of the digitalme framework (open source code) as well as new partners products (AOL's Instantme) can impact Novell's position in the market. I'm hoping that Novell doesn't think this is a good marketing strategy - riding along everyone else's marketing news. I think ICS and NDSv8 are the catalysts that drive Novell right now. ICS is quickly becoming a well-known entity in the caching market while NDSv8 should be promoted by Novell as the "next development platform". Peter J Strifas