SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?


To: David A. Lethe who wrote (18510)11/15/1997 2:12:00 PM
From: D Edwards  Respond to of 42771
 
Check out this week's Abelson in Barrons, we've found another bottom-fisher although he takes pains not to say who it is.

from the article:

interactive.wsj.com

"Unisys looked like a decent spec -- an idea that, given its provenance, we unhesitatingly passed along to you and then happily watched the stock about double -- recently mentioned something else he's bought of the same speculative ilk--; Novell."

"Novell has been going head-to-head with the monster and, in a nutshell, has had its head handed to it. Our man's case for the company is simple." [here he mentions some things of which everyone on this board is perfectly aware]

Dave



To: David A. Lethe who wrote (18510)11/15/1997 3:55:00 PM
From: Joe Antol  Respond to of 42771
 
David: >> Instead NOVL stuck its head in the sand and allowed the MSFT marketing engine to make their future product, Windows NT the undeniable market leader.<<

Sigh..... My epitaph. Most appropriate. Most accurate. Sums up 18000+ posts in a nutshell.

Have fun at COMDEX.

Regards,

Joe...



To: David A. Lethe who wrote (18510)11/15/1997 7:26:00 PM
From: Mark A. Forte  Read Replies (1) | Respond to of 42771
 
Small Companies who use peer to peer Win95 will always be small.

Companies whose managers have vision will use Netware so they don't have to spend a lot of money later to redo their overworked system.
Tell me that Win95 can grow from 5 users to 200 with a license change.
I've worked on small company peer to peer systems as a field engineer. Believe me they will always be small companies. And no Win95 cannot do what Intranetware does.