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

To: Spartex who wrote (30746)	3/18/2000 9:25:00 AM
From: harmonaronson	Respond to of 42771

I believe that Novell's technology with Oracle's marketing savy would make an unbelievable internet infrastructure company. We are all saying, in one way or another, that Novell is weak in marketing. This combination would solve many management problems. Just wishful thinking. Harmon

To: Spartex who wrote (30746)	3/18/2000 11:53:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

Oracle Is Obvious..... >>OT- Interesting article on Ellison and ORCL's success the past year, and where he thinks ORCL is heading in the internet infrastructure space (to #1 in marketcap and marketshare). This company could easily takeover NOVL if they wanted to by paying $20-30+ bil when the time is right. NOVL needs to show some serious uptick in revenues to keep marketcap and shareholders happy, otherwise we're vulnerable.>> Unless it quickly begins to transform itself into an open, "out there" new ball of fire and energy, Novell is a sitting duck for the likes of Oracle or others. The current $9.7 billion market cap is incredibly cheap. In this New Age we've just found ourselves in all growth will go.... - where the energy is - where the ideas are flowing - where trust exists - where openness, collaboration, cooperation is a reality Novell must massively, radically and totally reshape, restructure it's Number One asset: Human capital. Novell's human capital is being bled dry by the power/control energies of the Old Model managers which still have control. Wake up Eric! Turn this thing upside down. Now I'm really debating whether to come to BrainShare for I don't "see" or "feel" anything but defensiveness. Sounds crazy, but I think it's gotten so bad that any executive caught talking to me could potentially lose his/her job. Eric, if this is not the case then support at least one executive who wants to take the risk to meet with me/us. Peace. GO!!