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

To: Villemure who wrote (31140)	4/21/2000 1:08:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

I'm glad to see that someone is looking at DENIM and demanding the details. Novell has six inches of one page per product specs to plug into DENIM. Who is actually doing the detail work of that for marketing? Who is going through those products and plugging them into DENIM and figuring out what we are selling? Are the product managers? Whose responsibility is it within Novell to look at the PROCESS of commercialization of demonstrated technologies?

To: Villemure who wrote (31140)	4/21/2000 2:01:00 PM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 42771

Hello Giacomini, I'm afraid that, IMHO, the problem goes much deeper to the people involved in much of the decision making. > Perhaps caching is an important growth business for > Novell. Then why no caching ads? Then why no inkling of > the importance of caching when you go to Novell.com? Why > no meaningful joint marketing with the caching partners? I will actually argue that it is the complete lack of understanding and vision ... I can't tell you how many times that I would talk with employees in product management, and other areas, that still do not understand some of the fundamental revolutions going on in the Internet. BorderManager, due to lack of understanding on how to position and educate, became a "firewall" product. Not a platform for next-generation web object applications. Even in my last days of involvement with digitalme, I had a product manager in a meeting state that "No one even uses Instant Messaging! It's a joke ..." The sad truth is that few people in these decision making positions even try to use and understand the Internet tools and applications. They don't use Instant Messaging, and they don't visit the GNOC to talk with the network managers about real network bandwidth and architecture. Instead, they read PC Week and Network World to determine what company and ideas they should follow next ... On the other hand, the engineers at Novell are very in tune with reality and the rapid pace of the Internet. The problem is that they get shut down by politics and product managers, and stripped of resources to deliver. I believe that many of the people "in charge" just don't use the technology ... they don't live the Internet. And, IMHO, that is critical to understanding the future ... Scott C. Lemon