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

To: Joe Antol who wrote (18845)	12/2/1997 4:33:00 PM
From: BP Ritchie	Read Replies (1) \| Respond to of 42771

Seems kind of drastic, Joe. I think they tried to 'partner' with Microsoft a few years ago (when Frankenburg was the CEO) ... and it seems to me that was one of the more important factors that lead to their troubles with Marketing now ... they were 'whizzed' by MicroSoft and a bunch of the Executives spent too much time pretending that they had made a good deal to co-operate with MSFT ... I don't think it turned out that good for Novell. Novell used the 'ceasefire' as a show of goodwill & tried to negotiate a long-term partnership ... while MSFT used the opportunity to undermine Novell's marketing relationships. Why would it be any different this time? Still ... it seems to have worked pretty well for Citrix! Has something changed that I missed?

To: Joe Antol who wrote (18845)	12/6/1997 1:50:00 PM
From: Alphonse Viazzo	Read Replies (3) \| Respond to of 42771

<<Ballmer took the opportunity to list Microsoft's friends and competitors in various markets. The competitor list was no surprise: Netscape Communications, Oracle, IBM, and Sun Microsystems--with Corel thrown in, more surprisingly.>> Ballmer: IE 4.0 a tradeoff news.com Novell has nothing to worry about. It is no longer a competitor in the eyes of Microsoft <g>. I'll go back to sleep now. Being short Novell allows me to rest very comfortably. Short and proud. AV