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

To: Paul Fiondella who wrote (30424)	2/17/2000 10:54:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 42771

Why are they only growing at 20% then? No disrespect but the buildout of the net and traffic is exponential compared to 20%...Based on your bullish scenario one would probably expect 50%+ growth at the minimum. Serious question and sorry if it has already been discussed. MileHigh/long

To: Paul Fiondella who wrote (30424)	2/18/2000 12:29:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

<OT> MSFT rumors of sharing source code of Windows sounds like a usual MSFT tactic of "leaking" policy for public reaction before moving ahead. I smell a settlement here - and I think the driving factor is to give the DOJ something substantial so that MSFT can move forward with it's new licensing schemes which will drive revenues faster and better than keeping Windows a closed world. Has MSFT reached that critical point where they are too massively entrenched in the desktop area that no amount of competition can dislodge them? Or have they reached the point where they truly BELIEVE any erosion of marketshare would be easily re-couped with some pricing changes here, free product offerings there....? Perhaps they have enough company's dependent on their products that they feel no government in their right minds would sanction them for fear of de-railing the explosive economic growth (which MSFT loves to claim comes from their efforts and dismissed the efforts of all other companies). Scott - I await your comments :) Peter J Strifas [PS - I emailed CNBC's Power Lunch with a question on the licensing scheme...wonder if they will pick it up]