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


To: EPS who wrote (30292)2/13/2000 2:43:00 PM
From: Scott C. Lemon  Read Replies (2) | Respond to of 42771
 
Hello EPS,

> While I agree that MSFT has given NOVL issues to which they should
> respond with facts let's not forget that the softies are ready to
> do whatever it takes.. read this:

I've read this article before ... and I've also worked in the industry for a long time. I know full well that *all* companies produce benchmarks and tout "facts" that are oriented towards selling their products and services.

I have been around long enough, and worked in enough jobs, to be all to well aware of the "games" that are played ... I think that the end of your sentence is the key point here: "Is *Novell* ready to do whatever it takes?" Do the employees in the positions of power have the confidence in themselves to take risks? Or are they really weak followers? I believe that it is these traits that will dictate the stock price ...

As for what Microsoft is up to, please do not try to suggest that Microsoft is the only company that does this ... Novell has all to often touted "facts" about their products which, IMHO, are misleading to customers. And so have numerous other companies ...

I think that these types of discussions are really a waste of time ... as are the discussions about "bug counts" ...

All benchmarks can be oriented towards any conclusion. All software has bugs. All companies participate in careful wording of press releases and documentation ... hoping to come close enough to the truth, but not commit to actually deliver. It's the reality of the world ...

I'll look forward to the Novell response so that we can all closely analyze it to try and determine the tactics and strategy to see if they are on a "winning track" ... I believe that this is what it's all about. And much can be learned by analyzing the reactions of companies ... is it a reaction from a feeling of threat, or one from a position of confidence and control? ;-)

Scott C. Lemon