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

To: Paul Fiondella who wrote (31020)	4/12/2000 3:07:00 AM
From: zwolff	Respond to of 42771

Paul, Excellent. Many thanks on behalf of all the shareholders. If Q2 produces more bad news then the analysts may begin to downgrade this company and lose confidence in what you are telling them. What was Eric's response to this? I want to know why management hasn't shifted its revenue strategy away from directory based applications to an internet operating system strategy along the lines Drew has proposed?" =============================== Schmidts response was positive. Could you please elaborate on his response? My impression is that Eric had a serious interest in these remarks and that something may happen soon to consider what Drew has proposed to the company. My understanding (your report from Brainshare and other articles in the press) is that some of the appliances could be ready to market in short order. Could you elaborate on what time frame are we talking about? Was any indication given on the growth of revenue coming from the caching appliances? Thanks