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

To: Paul Fiondella who wrote (30546)	3/1/2000 9:25:00 PM
From: George Papadopoulos	Read Replies (2) \| Respond to of 42771

>I can't believe you don't get it. >Novell needs a compelling product for end users. Novell needs a sharper marketing focus. They have improved but not enough. With what they got now and in the pipeline and a sharper marketing focused campaign this company will make profits up the wazoo even without that killer compelling product for end users. Now, with Eric Schmidt freed up to focus on more strategic issues it won't be long that he will take even better steps to keep the ship going forward (and that may involve such a product for end users or may not). Bottom line is, it is so easy for us to suggest what we think is best for them. But these guys are there every day in the fire. Novell went from 7 to 30's in three years and I am very satisfied by their performance and their positioning for the future. Let's give them valuable suggestions. But going overboard and naming names and asking for their head is way out of line IMHO (not you Paul). Since there is a talk about Palm Pilots why don't they go out and buy Handspring? Just an idea. George

To: Paul Fiondella who wrote (30546)	3/2/2000 1:10:00 AM
From: Ellen	Read Replies (3) \| Respond to of 42771

I'm sorry, but with all due respect, I believe you may have missed the point he was making: Message 13015321 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. I don't understand the fervor to have 'just' an end user product and I don't see anything 'fatal' about the business-to-business avenue. Quite the contrary.