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

To: Spartex who wrote (30765)	3/20/2000 10:04:00 PM
From: Vip	Read Replies (1) \| Respond to of 42771

Based upon Novell's stock price performance. Place a FOR SALE sign in the front yard Reduce the employee head count by 10% Hire an investment bank to enhance shareholder value forbes.com

To: Spartex who wrote (30765)	3/20/2000 11:22:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

This article is crap The person that wrote it didn't even bother to get the facts straight. My interpretation is that money now wants the guys who bought in December to panic out of the stock. That smells like takeover maneuvering to me or market maker action. Anyone who listens to Forbes to make up their mind about investments IS a capitalist fool. I saw a lot of accumulation in the stock today on the decline.

To: Spartex who wrote (30765)	3/23/2000 7:50:00 AM
From: Frederick Smart	Respond to of 42771

Eating Novell Toast.... From the Forbes article: >>The outlook isn't a lot better in the business of selling directories, profitable as they are now. In the last several months Oracle cut pricing of its directory services products and IBM started giving its directory away at no charge. Even Novell has priced its eDirectory to sell: $2 a user. If Novell is going to be a real player in business-to-business infrastructure, it must reach a horde of new customers. And Microsoft already services most of them. "Novell should have been more aggressively seeding the market. And could have given away its directory," suggests Neil MacDonald, an analyst with GartnerGroup, adding that "as an Internet player, Novell is a latecomer." Schmidt's response is philosophical. "There is an attraction to simplicity by people who prefer to have one phone system known as Ma Bell. But that's called monopoly. Monopolies don't serve customers well. When you visit the store, call airlines, buy houses, go to the bank, there is a desire for some people to have one company do it all. But that's not how people get the best value." Schmidt has accomplished much, but the jet lag isn't going to go away. His competitors don't sleep.>> Here's my take on the article. Eric is way too defensive. And when anyone's defensive the world smells blood. Why? Because Novell is telling the world it still is in the box. And the box has a label on it: Netware. Novell hasn't broken free of it's legacy past. It not running on Internet Time...yet. It's not on the internet stage yet. Why? Let's not get technical. For it all begins with one thing: MINDSET. I have the MINDSET that can blow the Internet doors off the old Novell. I can "see" "feel" "sense" the massive, huge power behind this new energy. Eric has NOT developed this MINDSET. Forget about technology. I don't give or care a rats ass for technology for technology only mirrors/follows/maps what's on our minds. And the mindset of world technology is still in the power/control fear realm of the Old Age. Novell and any other company has an incredible opportunity to breakthrough these boxes/labels and definitions which the world wants to pin on them. Eric should be frustrated. For Novell could be as close as ONE micron away from the massive catalyst which could explode their energy and power them out of the stratoshpere. Everything is there, just waiting for someone, something, somewhere, sometime to set the catalyst and start the reaction. Schmidt, Joy, eDirectory, SecureMe, iChain, DigitalMe and new marketing folks looking to make history. I've been very hard on Eric and Novell for one reason: because I think they are the one company in the world who could be fully capable for leading this massive new direction which supports and mirrors the energy behind this this New Wave of the Individual. All Novell has to do is concretely believe and get one thing: there are no more competitors. Believing in this one statement requires a massive mindset change. Novell should invert the power/control pyramid and transform itself into a SERVICES company. Eric should place Novell at the bottom of an inverted pyramid. Give away NDS. Give away eDirectory. Give away iChain. Give away EVERYTHING...... And really, totally and completely believe that this IS the energy behind this New Age: SERVICE energy. Helping and serving others. If the mindset is changed, then watch the entire world open their arms and begin cooperating with Novell as a friend. Novell is still clinging to the revenue/energy models of a dying age. It must look Wall Street, it's shareholders and customers in the eye and boldly declare: this is IT!!! In an instant, Novell could become a New company and lead the entire Internet world in this New Age of individually empowered SERVICE energy which will radically and totally reshape the world. I am perfectly at peace with the whole notion of standing at the bottom with Eric and Bill Joy and whomever else we can gather together to lead this massive revolution. Forget about "me" and these others. I don't need credit. For this whole message is about what's good for this Peoples Network - to use Paul's term. I can see and feel all the people cringing while they read this, but I really don't care if this all sounds so radical and totally unrealistic. For I believe in this vision and direction 10,000% and I'm not going to change my focus. If Novell does this, the true intentions and agendas of all of the technology companies that are still operating from the Old Business model will become apparent for all the world to see. For remember, Amazon is just click away from being toast. The world is beginning to "see" more of Jeff's intentions and will vote with their mouses. For anyone operating from the Old Business model will be toast. This goes for Microsoft, Sun, Oracle, all of them combined. But Novell could be that New company which really, truly, totally and completely launches the REAL Internet Age. For, as I told members of the audience this past Monday, I really don't think we've even begun to enter the true Internet Age. My gut feel is that it's just began early this year. All of what's gone on before this has been just the old Wizards of private and personal agendas playing games in a Land of Oz. Sit back and watch the curtain be pulled on all these folks. Peace. GO!!