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

To: Paul Fiondella who wrote (29156)	11/28/1999 2:58:00 PM
From: Pruguy	Read Replies (1) \| Respond to of 42771

I think that you are confusing a few circumstances together and blaming it on rumors. if you go to there website, and listen to the CC, you will see it lasts 32 minutes. The call lasted longer than that, but they didn't offer the Q&A to the internet audience. This was intentional and wrong. I would even call that selective disclosure. I placed calls on Wedenesday morning to IR and to peter Troup and neither dept. had called me back as of 1:30 PM Friday. I would say this is not acceptable for an IR dept. Their behavior reminds me of Pfeiffer-Mason days at Compaq before wall street had them removed(with the boards help of course). I don't sense that Wall St. has put thwem in that category yet, but they are clearly looking at this management a lot different than they did 6 weeks ago. Schmidt hyped digital me, ICS and the ten zens...they haven't pulled through on any of this. Schmidt seems to be running a vapor ware company and I myself believe he has outstayed his usefulness. He is eithe4r a technical genius or a turnaround specialist or both, but doesn't seem to be capable of growing an organization the size of Novell.

To: Paul Fiondella who wrote (29156)	11/30/1999 12:10:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello Paul, 29091 > On the subject of the public or non-public nature of the CC I have been commenting, based on a post #29091 where Bloomberg carried some news of the "restricted" conference call. > I was given very straight info about the conference call by Novell. > They gave me both the number for the live call and the delayed > call. There was absolutely no attempt to "limit" or "cut people > out" of the call. Again, my perspective was effected by the Bloomberg news posted here ... I'm not sure if news was true or not (based on your comments it wasn't) but the "news" went out, and I felt this was a slightly negative spin. If the Bloomberg news was incorrect, then there should have been a retraction printed ... but those don't always work either ... ;-( > What did happen during the call is that some of the analysts lost > the feed and couldn't either hear answers to their questions or > hear Eric speak. How that could have been turned into some rumor > about the company limiting access is just an example of how rumors > do a job on this company! ;-) I agree ... Bloomberg seems to effect a lot of people ... right or wrong ... and Novell always ends up on the wrong end of things ... Scott C. Lemon