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

To: EPS who wrote (28901)	11/11/1999 7:20:00 PM
From: Don Hurst	Read Replies (2) \| Respond to of 42771

Victor, after the bell at about 16:29 somebody bought 125,000 shares of Novl at 18 7/16s. I'm assuming it was a buy because the final ask price was 18 7/16s. I wonder if it was a Banc of America Securities customer taking advantage of the analyst downgrade. NAH, that is not possible. I do think, however, that Eric needs to sort out this perceived, and from my point of view real, marketing problem. This analyst has probably been reading this board because most of us have been commenting about this and he finally woke up. Let's hope that this problem and the qtr results are mutually exclusive right now. Regards, Don

To: EPS who wrote (28901)	11/11/1999 7:22:00 PM
From: Paul Fiondella	Read Replies (3) \| Respond to of 42771

NOVL's decline --- the market hates uncertainty The analyst today just told Eric Schmidt to get his act together or else. The problem is that Schmidt blew it with Slitz. Schmidt went to sleep on all of the marketing problems on the theory they would just be taken care of by the next layer of management. When they finally cut Slitz loose, they didn't have a replacement. Then it became clear that they didn't have much of a clue about what they were and were not capable of in terms of marketing of internet products. Clearly Slitz never saw Novell as an internet company. Clearly Schmidt never understood how much had to change to get this company to move at internet speed and in an internet direction. Clearly nobody ever understood that the internet means you have to be able to be really creative with really creative people. There are no safe ways of developing consumer industry products. It can't be done by the good ole boy network. Either Schmidt is a leader or he isn't. A good leader looks at what can be done and what can't be done. If the can'ts are too great to overcome then by all means SELL THE COMPANY!!!!!!!!!!!!!!! It's time that Novell faced the question head on. Can this company develop consumer level products or not? If it cannot then let's realize what we have here is a great engineering company and let's partner up with a company with equal talent in the area of marketing and sales. Frankly I wish Microsoft would break itself up into a bunch of companies, and maybe one of them with the amount of marketing talent Microsoft has, could then buy Novell and show them how to do what they cannot ever seem to learn.