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

To: Don Troppmann who wrote (30706)	3/14/2000 11:35:00 PM
From: Spartex	Read Replies (1) \| Respond to of 42771

Just listening to the conference audio for the first time this evening. I think that the speculation and valuation of "nearterm" growing internet companies -- dot.coms (along with associated hype) is overshadowing the brilliance and capability of what Novell can, and I expect "will" do over then next decade with internet infrastructure. Wall Street doesn't have this type of "patience" now. I do, and will keep NOVL as a large part of my core holding, while also investing in a few other hot sectors (B2B and chips). What was nice to hear on the call was that NOVL would be pushing their B2B theme heavily at BrainShare -- where many of these deals are still waiting to be signed. Eric's vision and legacy for NOVL organization: "Over a 10 or 20 year period what I hope people will say is that Novell was a very key part of building out the infrastructure that served billions of objects for millions of people who are mobile and global all the time. That I think is a NEED, I think it is obvious and I think its about time that a company goes and builds that, and that is what we intend to do" novell.com +++++++++++++++++++++++++++++++++++++++++++++++++++++++++ People on the presentation continued to ask him questions about how NOVL will deal with MSFT, whether they would get bought out, or whether they would spin off some of their products into public companies. It was refreshing to hear his answers and clarity on keeping the company intact because the pieces were stronger together than broken up. If I was an institution with cash, I would be buying this stock heavily come Wednesday morning. *************** Time to crawl back under my rock until BrainShare, when the LION will ROAR.

To: Don Troppmann who wrote (30706)	3/15/2000 8:09:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

What I think it is, is that Novell develops interesting systems level technologies and then integrates them in the only way it is familiar with. Thus an enormous number of infrastructure products get developed --- ichain, DirXML, etc. etc. Then comes the time to figure out where do they fit. Here is where the internal/external problem comes in. Currently for example the marketing message is net services. In other words if you are a corporation, Novell can provide you with everything you need to extend your network to the internet and make the whole thing one net. That is a message that is primarily focused on building out from an existing base --- corporate networks (and Novell's installed base/market share of these networks). On the other hand the most exciting things being developed by Novell are infrastructure products which scale to the level of the internet --- as in bandwidth and George Gildner(I apologize if I have his name wrong). Now what do you do to get that message out? What do you do to say to the internet world that you have something that is the solution to a number of technology problems which we at Novell understand you are going to need to solve? Eric personally convinces the top people in the various political and economic groupings. Unfortunately what is being neglected here is the people. The internet is not some kind of cookie cutting machine for the use of Madison Avenue. It is the peoples network. As such you must convince the people and not only the leaders that your technology is the one that they should embrace. There is resistance to this. But the brightest stars on the internet --- the Yahoos, the Ebays, the Amazons, etc. etc. have all made that connection. Novell hasn't --- at least not yet!