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

To: Scott C. Lemon who wrote (18771)	11/28/1997 9:55:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Scott, I have a new word for "set top", its "webtop" Would you try to get this around in the industry. Use it in your next sales speech. For Christmas I have a morphing doll. It starts out as Tiny Tim and ends up as Bill Gates. It then bites your thumb and never lets go. Actually you can buy a chip shaped like a coin and put it in a slot in the back of the doll (don't try sticking a knife in there, Bill's thought of that). When you do this Windows CE gets activated in the doll and it lossens its grip on your thumb. Kids are going to love it. "Dad put your finger here." Now how can Lucent even begin to compete with this marketing technique to get its embedded OS off the ground? Anybody that tries to sell a love for UNIX against MSFT's rock and roll, well I don't know.... ============================ Psst. Any buddy want to buy a used GEOS OS? Anybody.....Got a nice OMNIGO 100 over here...

To: Scott C. Lemon who wrote (18771)	11/29/1997 10:09:00 PM
From: Jack Whitley	Respond to of 42771

<<From the opinion of one Novell employee, I would rather see us with Lucent! I really think that the match of technologies is closer and that Novell's expertise fits better into an infrastructure player like Lucent.>> Lucent can't use its stock to do aquisitions until October 1998 (no "pooling of interst" until then per their spin-off agreement), but I think starting Oct 1998 they are going to start playing some real-life "Duke Neukom". I work near a large Lucent facility, and continue to hear that they are "partnering heavily" with ASND, and to a lesser extent NOVL. Paul's analysis of world markets is detailed, thoughtful, and paints a somewhat bleak picture. After reading it I have to fight the urge to get the shotgun, Triscuits, Krugerrands, and Sterno and head for the cellar. But not yet. I still think there is going to be an unbelievably fast build-out of the mother of all IP data networks that will transform computing as we know it. What fits better as we grow into this, native IP MOAB or NT (ha). (I also think SRAMs and FPGAs are going to be big soon.) These areas are not immune to downturns in the business cycle, nothing is, but a scalable, robust IP network is going to happen, and we've barely started builing it. The analysts/markets continue to try to value Novell (and ASND, WCOM, and others) based on our current technology paradigm, toy internal networks running (barely) e-mail and office apps and a circuit-switched voice network groaning out loud in its obselesence. If Novell can get MOAB out bullet-proof this summer, I feel good. NT 5.0 will not happen in 1998, even after a personal proclamation from Bill G 2 months ago that it would be out 1st half of 1998, I guarantee he is shit scared, so Novell has one more window. And I'm not blind, I see advantages in NT Server (I say this even though ours crashed two more times this week, what a joke)for a workgroup, and it is selling (how much in dollars, who knows), it will always make a neat application server residing on a powerful, scalable, secure Netware 5.0 network. I don't always agree with Joe, but Joe has EARNED the right to sell and say why (and has EARNED my undying respect for getting that white paper out at the shareholders meeting) and he may prove ultimately right, but I'm not out until I've held for 3 years. I've continued to buy at intervals and have my cost basis pretty low. jww