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

To: Joe Antol who wrote (18956)	12/7/1997 10:25:00 PM
From: David A. Lethe	Respond to of 42771

Joe: I have visions of Moe, Larry, and Curly presiding over one of their strategy sessions :) >I never heard anything on the broadcast media regarding COMDEX (and network provided by Novell, did you?). Not only that, in the radio spots for Internet World (at least here on the east coast) Novell isn't even MENTIONED as a participant in this event. If I were in their PR and Marketing group I would be raising holy hell about that one! Well, I went to Comdex... Their email stations, or whatever-the-called-them were pretty cool, Interesting that Netscape was the default browser. Only a few PC's were down at any one time. They did a reboot whenever the user finished. One thing that was REALLY interesting, is that their glass display where all of the hardware servers, routers, etc.. had 6-8 people in it at any one time. Wow, 6-8 people managing around 200 PC's. Speaks highly of their software doesn't it! These people weren't twiddling their fingers either. They stayed busy with I-don't-know-what. It would have been better to risk having a single person managing the whole thing, and having that person on a pedistal snoring. That would have impressed me. >Because at this point I don't see it as a value, but as a springboard to a possible double on a final takeout, breakup, or LBO. Or a long, slow, death like we have been seeing ever since it was at $26.00/share. I agree with you (it was just a matter of time). Personally, I see the slow lingering death. I can't imagine any company being stupid enough to invest their resources in fixing this mess.