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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (51201)	10/15/2000 7:06:47 AM
From: Frederick Smart	Respond to of 74651

RudeDog.... >>Frederick - I share your dismay at what I regard as a squandered opportunity at Novell. I held NOVL for a while in 1999 - fortunately sold with a decent profit. Stewart Nelson would not be on my favorites list if I were still holding NOVL. But they had some great ideas. If in fact MSFT picked up any of that and can actually take it to market, that would be great - Novell seems incapable of actually marketing anything, no matter how good it is.>> Thanks for your thoughtful response. I can't imagine Balmer NOT being accessible - even in the bathroom taking a crap for God's sake. He'd be marketing through, under, above and around any and all walls. He's an marketing animal. I can identify perfectly with that spirit even if I don't necessarily agree with all of what this approach has brought back upon the company. The last of my original Novell positions were sold in the mid $20's well before the debacle last May. I sold some in the mid $30's as well. I got back in with a very small position beginning from $11 on down last Spring. Yep, Novell had some great things going for them back in '98 and '99. Their Old Guard executive leadership was frightened/threatened. They came in after BrainShare '99 and executed the energy, stopping it cold in it's tracks. Gates and Balmer should thank ONE person for this turn of events: Stewart Nelson. Eric Schmidt and the Board is ultimately responsible, but they seemed to have blinked/winked and rolled. I will look over the .NET materials. And I'd settle for talking with Balmer. Thanks. Peace. GO!!