Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rudedog who wrote (34317)	10/16/2000 10:20:52 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Does the "other group" (those with the newer technogolies) have a better chance now of gaining more acceptance or ability to do what is necessary to move NOVL into a better position? Is that other group is around? Would you say that the recent problems at NOVL have finally given that other group the necessary opening they need to get newer technologies into Novell's "portfolio"? Regards, Peter J Strifas

To: rudedog who wrote (34317)	10/16/2000 11:13:16 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

RudeDog.... >>Frederick - Here's my humble opinion. There were and are 2 camps at NOVL - one which sees the future as being infrastructure, one which can not let go of the thinking and base technology which made NOVL successful in the past. This lead to decisions that kept great technologies like NDS and the caching products from achieving the acceptance they deserved, because potential partners and customers were faced with having to accept the linkages to those older technologies in order to get on the bus. It's easy to be a monday morning quarterback and clearly NOVL needed (and needs) to keep making money while they change the model. But IMO the cut line was WAY too far on the side of protecting existing thinking, technology and the political interests of the people whose power base was in that older space at the expense of newer stuff with less current revenue but much more promise.>> Hate to take you away from your focus on Microsoft once again, but as a former Novell investor it would be helpful if you can continue this thread for just a bit more. There are some inside the Novell community who don't feel there is any problem, separation or division between the "old" vs. "new" camps. When Eric Schmidt came in Novell investors believed in his ability to effect the necessary transformative change to move Novell in these "new" directions. Somewhere along the line - and perhaps we will never know the true story behind what happened - this "new" camp lost out. I believe the coup happened right after BrainShare '99. We all felt something happened - many of us posting on this board to this effect - at the time. As such I personally speculated that Novell's future no longer rested "inside". But that these "outside" forces, visions, energies were already prevailing and that individuals, customers and partners would simply vote with their feet if they didn't see Novell follow through with new energy to support these "new' initiatives. All I can come up with is that this trend was sabotaged by someone, somegroup, somewhere inside Novell. And the only person that seems to fit - in both word, deed, spirit and actions - this picture is Stewart Nelson. I would appreciate your comments on Stewart Nelson as a person and as a leader. Do you believe he's been holding onto defending the old Novell at the expense of this "new" Novell? And how about Eric Schmidt? Where do you think he falls in with all of this? Why did you sell your Novell stock? Did you "see" the same things at the same times in the same general areas? Thanks again for your feedback. Peace. GO!!