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

To: Joe Antol who wrote (18400)	11/7/1997 11:32:00 AM
From: AJ Lake	Read Replies (1) \| Respond to of 42771

Joe: While I agree with your thesis regarding newbies, I'm not a good example. I first visited this thread over a year ago when I bought in at $13 (or has it been two years?!). I expressed some concern then about NT defections. You flamed me profusely. I redeemed myself only by assuring you that my critique was from an objective viewpoint, and that I was not one of the MSFT patsies you and vK were waging war with at the time. It's nice to see you two still hanging in there, and it's interesting to note some changes. You seem to be a bit more resigned to "the constitution of this company" if not worn down completely, and vK seems to have retreated to his charts. Are the Erics still around? Keep the faith, Joe! All of us are not so vocal, but we're out here, waiting for Godot... Regards, AJ

To: Joe Antol who wrote (18400)	11/7/1997 10:26:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Joe, in reading those posts and the similarity of conclusions you put your finger on it. You remember how we tried to reshuffle the deck chair personnel on the Titanic. How we urged Schmidt to bring in new people---lots of new people. Bad management always triumphs over good management by sheer numbers and force of indifference. Get past a certain level of bad management and nothing except a complete pink slip slaughter changes anything. Novell is an engineering outfit. It sort of reminds me of the ultimate output of Bell Labs when I was there---in commercial terms nothing. Others had to commercialize the findings into a product. When the Labs tried commercialization with "networking" they spent 400 million and produced nothing. Everyone has already figured this out, except us suckers. When you have a tutu in the sky with diamonds (aka 10K Young) its a joke. Bradford selling his stock!!! Excuse me guys while I go out to the john (and call my brokers)..... The reason I value Schmidt so much is because he will get this company to complete that Moab project, and that Moab project is going to get this company BOUGHT OUT by some company that can market the products.