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

To: Spartex who wrote (29082)	11/23/1999 8:32:00 PM
From: Spartex	Respond to of 42771

Schmidt was asked in the conf. call whether NOVL was thinking about spinning off its ICS as a tracking stock to get a valuation more in line with CacheFlow, Inktomi and Akamai. He said the company had reviewed this strategy but this isn't a normal type of activity for a company like Novell. But he would look into this review again. All I know, MSFT already spun off their Expedia (sp.?) and we know what kind of POP that one got! Still Eric made some good points on the importance of how ICS would integrate into other applications on the internet. Time will tell......but I like their new eDirectory push.

To: Spartex who wrote (29082)	11/23/1999 11:01:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Quad, Regarding Nelson, I was a little confused on how it all fell out recently but Nelson in effect is taking the SLitz role but Shirk (a real smart young gun) and Adams (who recently took on the role of the "Onthenet" team) will basically be running the Marketing functions and report to Nelson. Someone correct me if I got that wrong, but thats the way I understood it. I would therefor conclude that the Slitz role has been filled - for now. As we all know, the Novell Marketing soap-opera has been going on longer than most real TV soaps and I dont think it has ended yet. I think these two (Shirk/Adams) will add good spit and fire to the marketing. Hope that helps. Toy