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

To: p friend who wrote (36144)	3/16/2001 2:56:57 PM
From: PJ Strifas	Read Replies (2) \| Respond to of 42771

IMO The "failure" of turning around Novell appears as a broad statement which I can't subscribe to. IMO, he failed to make Novell's stock act like _____ (fill in the blank). But if we were to look at the "turnaround" as moving Novell away from its legacy NOS product line to an e-commerce/Internet infrastructure company, I think he's succeeding. I won't say succeeded because that "plan" has not finished. We're still half-way through. Why? Because of the many items that Paul Fiondella mentioned in his post(s). Right now, Novell sells more than just NetWare and GroupWise. It sells almost 2 dozen+ products which in many cases can be turned into pure service plays (meaning, I can start a company and sell the services on a per user, per month fee basis - i.e., GroupWise Wireless/WebAccess or NIMS). In my eyes, the goal is to make Novell a company with a STRONG portfolio of products that CAN create revenue growth (sustainable too!) over a period of time that will show higher earnings that push a steady rise in the stock price. Regards, Peter J Strifas