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

To: Frederick Smart who wrote (30538)	3/1/2000 2:11:00 PM
From: George Papadopoulos	Read Replies (2) \| Respond to of 42771

>Look at Cisco. EXACT OPPOSITE of Novell. John Chambers has powered this company on the strength of ONE core asset: TRUST. John is open, intuitive, out there and trusting. Sure, he has a great team to back him up, but this man IS mapping the Internet's energy. Now, some may have a big argument with me about Cisco, but the stock price speaks for itself. Name one consumer product Cisco has. Cisco has become what it has by being the mother of all infrastructure hardware providers for the Internet. I am sure Novell is thinking along the lines of becoming the mother of all infrastructure "services" for the Net. Frankly, I don't care how this company posts profits up the wazoo. We seem to be convinced that Novell's salvation must come from developing a consumer brand and awareness...I am not so sure about that but I am sure Schmidt will keep at it and drive the value of the company up for us longs. >If they take this next step, the potential would be just staggering. It could be equally staggering on the downside too. >Either you are giving energy or taking energy. Either you are making money and positioning the company to make even more money or not. Frankly I don't care how they do it as long as they do it...and so far, seeing where this company was in the pre Schmidt days, I have no doubt that it will be an even more profitable investment for me FWIW back to taxes George

To: Frederick Smart who wrote (30538)	3/1/2000 6:27:00 PM
From: Paul Fiondella	Respond to of 42771

Re: The Heat is On Fred posted the following: "To deny the existence of huge power/control political games inside Novell is like trying to deny it's raining on a rainy day. You can say "it doesn't matter whether the energy is from inside or outside Novell" but the fact remains, if there are the same classic calculated political roadblocks inside Novell....NOTHING is going to happen outside Novell." Paul's response: I don't deny there is politics at work within Novell. It's just that I'm not interested in participating in them. I don't work for Novell. I have no intention of telling Stewart Nelson, or anyone else at Novell, how to do their job. My role is to make constructive suggestions to the company I own shares in with the hope that some of these SUGGESTIONS can be of use to them. And I also try to provide feedback about what the company is doing with an outside the company perspective. I don't care who at Novell advances their career or how as long as they do the job for the shareholders of the company that needs to be done. I'm not in any position to identify who isn't doing their job at Novell and neither are you Fred. Nor is doing that in ANY WAY constructive. As to whether "nothing is going to happen outside Novell without changes inside Novell". I don't share that perspective either. I worked with IBM from outside the company when it was very clear that IBM was never going to change inside. All I cared about were two thing: (1) that they gave nme the software tools to conduct my business productively and (2) that they gave me the opportunity to present my work to their clients fairly. They did both. To think that IBM had to somehow undergo a mindchange operation in order for me to be able to sell software based on their products is ignorant of the history of the industry and extremely arrogant. Novell is no different. As long as they provide you with the tools, go and do the work, if you can't get the job done, on your own, undergo your own mindchange operation and don't seek to terrorize the Novell management. Does he company provide the tools for outside developers? Well if it does, what the hell do you care about whose on first?