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

To: PJ Strifas who wrote (37818)	3/2/2002 11:16:56 AM
From: zwolff	Read Replies (1) \| Respond to of 42771

Thanks for your insights. In the article you are quoted as giving them 6 months? Are you serious? To create a new NOVL culture in 6 months? I am afraid I don't buy it (it seems that the market does not buy either..ok maybe it is just that we will have to absorb all the shares that Nelson and his pals are dumping since it does not matter to them: to make a profit they only need the price to be above a dime..!) I like your list of prospective buyers. I think MSFT is a natural number one. It could be gold mine for them. You left out the AOL/SUNW alliance...

To: PJ Strifas who wrote (37818)	3/3/2002 9:11:39 AM
From: Costa Kapantais	Read Replies (1) \| Respond to of 42771

<<Directory will one day (soon) become a commodity>> Good, Novell is much more than eDirectory and the sooner the directory becomes a commodity, the better. Wide spread adaoption of LDAP based directories is good for business, also people pay for the applications not the directory ....i.e. ZENworks, DirXML, GroupWise, iFolder, iPrint, Portal...you get my point. I would not tie the commoditisation of directories to Novell's demise, rather the opposite!