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

To: kilo_watt who wrote (34461)	10/26/2000 1:52:29 AM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello kilo_watt, I just wanted to comment ... to agree ... ;-) > With all due respect to Novell, "leveraging that installed > base" is simply not enough. I agree with this completely. Or at least selling the same software to the installed base as upgrades. I believe that there is good recognition within the company of the new types of products which could be developed and sold in new ways ... both into the installed base, and into new customers. If we even examine the DirXML product ... it is being sold as a product with consulting services and customization, beginning the process of evolving the traditional revenue models. > The Netware 6 rev (I don't honestly consider it a new > release) is generally not strategic to most of the > installed base. I would suggest that it continues to address feature requests and enhancements for the installed base. I would also agree, however, that the strategy has moved up the chain with eDirectory being a cross platform service, and many new cross platform products which leverage the directory and it's information. And I believe that along with Windows, we are going to see more and more Linux moving into corporations ... it is finally there. (As I side note, I installed RedHat7 last weekend, just to see where it was at. 20 minute simple install, reboot, and I was cruising the net in Netscape ... I am very impressed with Linux, and where it is at!) > But, there's no doubt in my mind that much of Novell's R+D > is literally years ahead of the market. I agree completely here ... so the real game is simply to move this out into products and services. I believe that is is occurring ... just not at the rate that some people would like. I know a great number of engineers on these new initiatives however that are working their @$$#$ off to get them completed and out the door. And several of them are looking very good! > I do miss flying on the jet :) I have to admit that it makes things very convenient ... and keeps the communications flowing between offices ... Scott C. Lemon

To: kilo_watt who wrote (34461)	10/26/2000 7:42:58 PM
From: zwolff	Read Replies (1) \| Respond to of 42771

To think what Ray Lane could have done at Novell... Novell could have been another Oracle, bigger than Oracle. Stewart Nelson and Rich Nortz are not the guys to lead Novell to the promised land. Kilo: I think we all agree.. Could you clarify what is Eric's role as President and CEO? Thanks.

To: kilo_watt who wrote (34461)	10/29/2000 10:06:52 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

Kilo..... >>To think what Ray Lane could have done at Novell... Novell could have been another Oracle, bigger than Oracle. Stewart Nelson and Rich Nortz are not the guys to lead Novell to the promised land.>> How far are you prepared to really take this? Sharing your "point of view" on Nelson and Nortz is fine, but there's got to be more or else why bother. I, too, have been extremely puzzled at the same dichotomy - ie. fabulous technology against this perverse willingness to almost want to force this "we're better than" sense of arrogance into the marketing mix which simply throws the baby out with the marketing bathwater. I'm sorry, but from a sales and marketing point of view some of these attitudes can cut very deeply both ways. If one didn't know some of these folks to begin with I just wouldn't bother. I guess I'm still hopeful and waiting for the Old Novell pyramid to simply invert and be totally and completely turned UPSIDE DOWN. Stewart Nelson brings ZERO/NOTHING to the general marketing, energy/trust table anymore. I don't know why Scott and others can't simply empower themselves to "think different." What's there to fear?? Why should people like Frederick Smart and others who question Novell be perceived as "negative enemies" who aren't worthy of Novell's "time??" I'm not giving up. I just don't buy this crap anymore. Life is just too short. I'd rather focus on and share good energy while creating trust. And, yes, Kilo, you and we're impacted by something inside Novell relating to something you heard about me, etc. I'm not going to comment on the details here, but suffice it to say that you perhaps were not comfortable meeting me for the same reasons. Nothing I said to you, but what others were saying about me. It's nice to have you on the outside. Peace. GO!!