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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 (19177)	12/20/1997 5:05:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

I guess we are about to have a conflict again You said, "I believe that even recently Eric Schmidt has reinforced the new attitude of selling products that make Microsoft networks work. And the customer feedback has been very good. I believe that to penetrate the SB market we do not have to sell the entire sale. We need to be a key part of the sale. We want to be one of the components. We want to "love them to death" ..." Well the problem with this is very simple. It is not a strategy for the small business market, where only one network OS may exist. In the mixed OS environment of the enterprise the add-on philosophy will work, and if you come up with the right one two punch (Bordermanager Cache and Novonyx), it might work in the web server arena. But it ain't going to work i nthe small business market. There the 3.X customer or the new server customer is going to buy one OS because they want to run applications. That OS will be NT. If it is possible for Novell to sell these customers something other than an OS, then I would love to know what the product is. ============================ Incidentally before you "love MSFT" to death you might look at what happened to the company that did PC Tools for Win 3.1, the company that did disk compression, etc. etc. There is no such thing as a complimentary product in a market that MSFT intends to dominate. Many of the PC Tools features for 3.1 ended up in Win95.