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

To: Lawrence Petkus who wrote (19664)	1/17/1998 12:46:00 PM
From: Terry Maynard	Respond to of 42771

Reminds of the time a few years back when we (McDonnell Douglas Automation) were asked by IBM to demo a software product of our's at one of their facilities in Philadelphia. We had the software demo set-up and running on a Toshiba laptop which we brought with us from St. Louis. When we got to the facility we were told that we would have to use an IBM computer to do the demo; policy forbad using non IBM machines in IBM buildings for demos. Microsoft seems to be at the same point in its lifecycle. We'll see if subsequent events or results bear this out. Scott: If Novell is so customer oriented, it needs to address this real dilema of the Novell customer that NDS for NT is targeting. How do you address the concerns it the IT or IS manager who is confronted with the Microsoft edict? As others have already pointed out, the majority of the managers will not go against the flow - they must buckle to the fear that Microsoft is creating. And Microsoft is after one thing - time. This strategy protects their market share and buys time while they cobble together the next release of NT. They also handtie Novell which prior to this announcement had a potentially hot product. Here is where Slitz and Stone earn their money - or - this is why insiders are shying away from purchasing significant quantities of stock. I admire your spirit - you will certainly need it to win this one. I just hope the company realizes what game is being played and decides to go for the victory not just the effort. Good Investing. Terry