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

To: Joe Antol who wrote (19601)	1/15/1998 10:08:00 AM
From: Rich Young	Read Replies (1) \| Respond to of 42771

Hi Joe & Don. It seems to me that Netscape is just jettisoning some ballast, what with layoffs, etc. You know - "focusing on core strengths to align with market opportunities" - or some such thing. I think Netscape foisted it back on them. I also believe that this is a positive for Novell but we still don't know what the whole damn debacle cost. Maybe they made out OK. Maybe they got fleeced. Hopefully they made out better than they did on COSFF. Rich

To: Joe Antol who wrote (19601)	1/15/1998 10:40:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

My take on the Novonyx deal First I need more information to confirm that the company will be re-adsorbed. Let's assume it is true. Novell's stated goal is to be an Internet leader. To be an Internet leader you have to have a leading Internet product. Web servers fit that category as products. Novonyx initially gave Novell the opportunity to level the playing field with Netscapes web server on NT. However was Novell's goal to make its best selling Internet product the property of Novonyx? Sounds to me like the guy that sold DOS for 75K to MSFT. So they re-adsorb Novonyx and do a deal with Netscpae directly. As long as this deal results in Netscape's web server coming out on Netware 5.0 just as rapidly as on top of NT4.0 then I see it as a win. Because it will be a superior product. They will be able to show every PC magazine and webmaster the stats (I hope!). Schmidt doesn't have the problem of being unable to communicate with Netscape senior management. I'm sure he knows these people. Its more tightly integrating a leading product under senior management supervision. I can't see any negatives to the move. Can you?