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

To: Elmo Gregory who wrote (32057)	5/28/2000 10:56:00 PM
From: Elmo Gregory	Read Replies (1) \| Respond to of 42771

For those who have not already heard this, I think the following audio replay is worth a listen. Schwab's CEO Speaker Series Dr. Eric Schmidt, March 8, 2000 novell.com

To: Elmo Gregory who wrote (32057)	5/29/2000 12:31:00 AM
From: Captain Jack	Read Replies (1) \| Respond to of 42771

Elmo -- had the patience to listen and did not learn of anything that would cause a big difference from business as usual. Lots of stuttering in the beginning. Eric is clear and concise with bad news and excuses. NOW he says they have a vision-- evidently they were not paid for looking fwd months ago? Lots of promises but they have not delivered on the great products they have. Same managers doing basically the same thing in indiviadual divisions. Nothing great expected to happen next qtr. Evidently I am not the only one that does not see much happening as the stock is still dropping terribly. The NAS was down 5.5% last week NOVL down 12%. A mkt leader? If there was anything great in that message the stock may have stabilized and went to the 10 - 12 range and we would only see the reaction to the general mkt. Investors have given mgmt their opinion of that message. Why believe their forcasts, promises of the future when they cannot take care of the present? NOW they talk of the internet,, what a revalation to a tech company. Sorry-- they dropped the ball,, big time! They warned late after saying all was well just weeks earlier. They lost credability and it will take much more than promises to regain any confidence from WS. Any serious gain in share price will be seen after that.