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


To: Paul Fiondella who wrote (19116)12/15/1997 2:04:00 AM
From: Scott C. Lemon  Read Replies (2) | Respond to of 42771
 
Hello Paul,

> Aren't we thin skinned or is it thick headed

Yeah, yeah yeah ... I'm wondering who is more thick headed ... I don't blame others for my decisions of when to buy and sell ... and I don't arm-chair quarterback ...

> Of course I don't believe you are personally responsible. I'm not
> even looking to get you aggravated.

Then I would request that you think before you type. I bust my ass for "you" ...

> But you certainly do waste a lot of energy defending that hole at
> the bottom of the product line.

I would also suggest you read before you type. I do not defend the "hole" that you describe. I have agreed with you numerous times ... but I would suggest that the solution is not a quick fix. It takes a great deal of thought, planning and development.

> I consider my points about IFSB fairly obvious. Look at the
> revenues and look at the reviews of what the VARs think. They sell
> it only if someone asks for it. IFSB is not the low end product
> Novell needs to have.

I would like to better understand where you ever got the idea that I disagree with you? Please ... let me know. I'll try to write more clearly.

> To date Novell has no obvious strategy in the low end segment of
> the market.

I again will state that I agree, but that the solution might not become obvious for some time. Caching was obvious to me over a year ago ... I'm suprised that some many people are now suddenly amazed by it. If many of the things that are going on were obvious, then someone else would probably be doing it. If many people are doing the same thing, then simple statistics makes that an "average" thing to do. I don't believe that you are after "average" ... so you are looking for Novell to do something that is not average ... maybe even something that might not be so obvious ...

> Your attitude toward my telling you this is exactly what is wrong
> with a lot that goes on at Novell.

Nope. You are wrong. My attitude towards you is caused by your continuous disrespectful comments towards me ... one person ... and your limited perspective in how to actually implement some of the flip comments and suggestions that you post.

Sometimes your ability for analysis is incredibly welcome ... however sometimes your "quick fix" statements are just as naive to me, as mine are to you.

> ============================
> You (Novell) do not have a low end product. Get One.

Yes sir. That's exactly what's happening ... I guess that some things just aren't obvious to all of us ...

Scott C. Lemon



To: Paul Fiondella who wrote (19116)12/15/1997 8:35:00 PM
From: Scott C. Lemon  Read Replies (1) | Respond to of 42771
 
I directly, and seriously, apologize!

I should have bit my tongue, instead of responding to your frustration ...

Sorry. Truce.

Scott C. Lemon