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

To: ToySoldier who wrote (30522)	2/29/2000 10:10:00 PM
From: Paul Fiondella	Read Replies (5) \| Respond to of 42771

Novell --- what works and what doesn't Today I couldn't help but notice 3COM. In December 3Com was in the pits --- somewhere around 30 or so. Today it hit 104. Did the fundamentals change? Did the company suddenly hit a revenue streak? No No No!!! All the company did was spin off Palm Pilot. And what is Palm Pilot? A CONSUMER LEVEL PRODUCT. That one thing that Novell is afraid of producing. Says Tutu flying in on his jet to pick up some BOD gravy. "Oh no we wouldn't what to repeat "THE MISTAKE" of building a consumer level product." Not us. That's how we got rid of Noorda. We hired Eric to build Netware into numero uno again, to regain the past glory of the empire with new products. Instead we will do infrastructure. Everyone will flock to our infrastructure because it is sooo goood. Unfortunately none gives a flying #@45 about Novell's infrastrucure products. Instead they are putting together with typical Microsoft glue and paste the crumiest most defective possible sh$%#y infrastructure they can get away with selling. And there is Novell with its superior class A infrastructure waiting for someone to use it. Well get a life folks. You can be stupid once. But to be stupid year after year after year..... To persist in the stupidity. Here is ichain, digitalme, eDirectory, DirXML and more and more and more. YET NOT A SINGLE CONSUMER LEVEL PRODUCT TO SHOWCASE THE TECHNOLOGY!!! LOOK AT 3COM. Did 3COM do something brilliant? Nope. There were plenty of handhelds out there before they came along. Did 3COM have a profoundly different market niche than Novell? Nope. They made network cards. They bought US ROBotics and suffered like Novell did with Wordperfect. But they didn't give up producing a consumer level product and they eventually came up with PALM PILOT. What gives with Novell? Is it that Novell management can convince themselves that it doesn't matter if you don't have a consumer level internet product? Do they ignore the testimony today of Case and Levin before the Senate saying the consumer makes your company? Are the digitalme people sitting on there asses over there in engineering? Do Novell people really still think that having superior technology without a consumer level platform to demonstrate that technology is going to cause that technology to be widely adopted anyway? Is it going to be done by divine revelation? Get your heads together. GO OUT THERE TO THE GREAT SALT LAKE AND TRY ANOTHER BAPTISM EXPERIENCE. =========== Yours trully is getting prepared to put it on the line at this years BOD meeting. ENOUGH. Get us somebody that knows how to build a consumer level product in this company!!! I've had it with excuses. My patience is at an end.