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

To: Scott C. Lemon who wrote (30188)	2/8/2000 1:58:00 AM
From: jeremic	Read Replies (1) \| Respond to of 42771

Just wanted to thank everyone on this board for the quality of information presented- I don't have a sophisticated networking background but I'm invested in Novell after finally filtering through the hoopla surrounding MSFT's Win2000/Active directory vs Novell's eDirectory and recognizing Novell's tremendous hegemony in this space (and caching capabilities as well). Eric Schmidt's vision for Novell is not a superficial makeover, but reflects a deep understanding for the future of software enabled networking. I'm excited to be on board for the long haul and appreciate all the insights from this board as I've been in 'lurk mode' for a few months. thanks- jeremic

To: Scott C. Lemon who wrote (30188)	2/8/2000 10:17:00 AM
From: ToySoldier	Respond to of 42771

I am not sure about Sheridan since he is a VP, but if Ledbetter is Novell's CTO (in spirit if not name), I would think he would continue to report to Eric directly. Also, the CTO and Eric would likely be strong co-evangelists if that is what Eric wants to focus on, so keeping them close makes sense. Also, far be it for me to provide Senior Executive Management advise, but I counted around 18 VPs, Senior VPs, or CxOs within a company the size of Novell. I would think there would be room for some convergence / trimming of some of these heads/positions. Specially when 4 of the titles have "Marketing" in its name and a couple others skirt the Marketing function. Why not have Steve Adams simply be THE Marketing Senior VP and have all marketing roles become Directors of their specific marketing function and report to him directly. Am I off base in thinking that Novell could do with a few less bodies at the top? Maybe its just a name game and the structure is all OK. Just a thought. Toy