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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 (19117)	12/15/1997 4:40:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 42771

SCott, Paul, could we declare a truce please: - I have traded Novell on and off the past year, sometimes sucessfully, sometimes not, and have followed this thread for most of that time. I consider NOVL a quality company struggling to regain its focus after disasterous forays into Wordperfect and failure to be imaginative and enterprising in developing its established base in networking. The cleaning of the house, and the bringing in of Schmidt is the best thing that i have seen the company done. While there probably was some creative accounting in the last quarters earnings report, it was an attempt to give an honest picture of what is going on. Which brings me to the developing personal exchange between you two:. You both seem very knowledgeable about NOVL and networking, yet the attacking nature of the recent correspondence is counter-productive for all concerned. I have seen too many threads on SI destroyed or side-tracked by such attacks. So PLEASE !!! for the sake of the thread, declare a truce and "politely disagree" if necessary but PLEASE !!! continue to educate non-techies like myself who are following NOVL hoping the company can make a turnaround. thank you. Larry

To: Scott C. Lemon who wrote (19117)	12/15/1997 4:51:00 AM
From: Lawrence Petkus	Read Replies (3) \| Respond to of 42771

Cobra being eaten by MS mongoose? Hi Scott, Your responses seem fairly clear, but can you jump through a hoop? Naaah, I like the honesty and information you provide and don't expect a dog and pony show. There is another battle in which I have more interest. It relates to one of Eric's top picks in the executive suite. I forgot his name, but he was in the forefront of the Cobra development group and I believe he is currently the head of product development at Novell. Anyway, an article at webweek.com/1997/12/08/19971208-critic.html, entitled, "A Critic of Cobra Knows Whereof He Speaks," states that the development of Cobra is scattered, that Sun Microsystems believes that Cobra is unnecessary because Java can perform its functions, and that IBM and others are spending so much of their resources on Java that they are not developing a unified Cobra product that can effectively compete with with Microsoft's DCOM. I am a shareholder and not a technician. So my question is whether Roger Sessions(a 5 year IBM Cobra developer) is just a MS lackey or does he have a point? What is this really about? Is Novell going head on into a storm without any industry support? Being head of product development, I would imagine he is pushing Cobra big time and thar it is now a high priority at Novell, is this so? Can anyone else on this board illuminate this battle in the brewing and its' implication for Novell: research for years in a development pipeline or a product ready asset? Thanks, Lawrence P.S. I realize you are not Eric Schmidt and have limits as to your power and ability to access info. Thanks for any insight you can provide.