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

To: Paul Fiondella who wrote (34537)	11/1/2000 7:26:58 AM
From: Costa Kapantais	Read Replies (1) \| Respond to of 42771

I disagree, it is still too early to tell, we are only 6 months into the new one Net vision / strategy. The new marketing is being executed well, with positive feedback from customers. As a shareholder I am waiting for the Q4 earnings announcement, in the end its all about $$. I agree on the Deadlock until then. Looking forward to FY01......

To: Paul Fiondella who wrote (34537)	11/1/2000 7:54:52 AM
From: Frederick Smart	Respond to of 42771

Paul.... >>Eric has embraced an infrastructure model for Novell. The legacy management has embraced a service model. No one is committed to taking the risks and chances of going out there with an earthshaking killer app built upon Novell's identity management technology. At least not in the "low end" of the market where everyone makes the money now a days. Not as a box for the channel whether an appliance or a software package. Nor can anyone at Novell seem to be persuaded to go in this direction anymore. ======== As for myself I am pursuing the strategy I laid out in my speech at the annual meeting. The net content division needs to be spun off with a tracking stock just like PALM and the rest of the company acquired by a marketing or sales oriented company in a buyout. The current situation is a deadlock.>> Well said!!! Peace. GO!!