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

To: Joe Antol who wrote (19713)	1/19/1998 2:15:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 42771

>>Where are a) The rebuttal's to MOAB review, b) Novonyx status?<< Hi Joe, and of equal importance, a response from Novell on MSFT's position in NDS. I notice that the newswires are carrying the story now. One would think they'd want to IMMEDIATELY reassure customers on this issue. This company has not changed. Scott, some of us here are really mad in regards to the way Novell wasted away our money. I figure about 15K of my money. This company made it appear they were stable when in fact through channel stuffing it has steadily lost ground. From an outsider standpoint, they have not even made an effort to counter all the issues that have put them where they are. This trend looks like it's continuing. I'm mad that I was a sucker with this investment, and hope to make my money back as it is broken up and sold off. It is generally against my nature to short stock, and although I feel there is likely some additional downside, a couple of points is not worth my time. Although my intention is not to talk the stock down, it is my feeling that as the stock gets a couple dollars cheaper, the inevitable sale will happen and perhaps provide the opportunity I've been looking for. If you, Dr Schmidt, or Mr Young want to send me a check, payment in full, I'll go away...you'll never hear of me again. In the meantime, where are the rebuttals on the three latest serious issues hanging over Novell's head? Do you agree that silence is the way to handle these problems. If not, how much time do you feel is adequate to respond? These things are quickly becoming old news, and the damage grows daily IMO. How can you excuse these guys? Is this how you would run the company, or can you still not speak for the BOD and DR Schmidt? It becomes more and more obvious to me that you are paid by Novell to try and confuse and clam these issues up. Even the loyal dedicated employee has to agree with many of the current negatives surrounding this company. They have and continue to work against you...what a shame. sf

To: Joe Antol who wrote (19713)	1/19/1998 5:01:00 PM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 42771

Hello Joe, I'm glad it's a holiday, because if it weren't I don't think that I would have the time to pursue this discussion! ;-) I'm not sure that you addresses my post specifically, but deflection is a part of debate. ;-) Scott: Allow me to make it real simple (without the quotebacks): Ok ... but I don't believe that it's real simple ... 1. Microsoft by not supporting NDS "will" hurt Novell. Measureably. As a scientific type I think this is a most amusing statement. The first part is pure opinion ... because only time will tell. None of us know what is going to happen ... we can speculate, but it is an opinion. The best part about SI and our posts is that our words are going down in history. We all will one day look back and know what we predicted and what we failed to predict. But the second part "Measureably." is the part I find most amusing. I'm sorry but could you please explain how you would intend to accurately measure this and attribute the effects to Microsoft not "supporting" NDS? Even if there is some effect, I do not believe that there is any way that you could "measure" these effects. We don't know what the outcome would have been, so there is no value to measure against. 2. IBM's problem with OS/2 as a competitor to Windows, in the enterprise and on the "consumer" desktop; to IBM is a "non-issue". Oops. Wrong again Joe. Good attempt at deflection, but this is not my point. If I refer back to my post, I was addressing your statement: You are a good "worker". You are very "loyal". Of which neither quality will make any money for the shareholders. I attempted to express that I felt that you are wrong. I believe that "good" and "loyal", along with hard-working, committed, and dedicated are all necessary for a company to succeed. I tried to indicate that OS/2 is a prime example of where money and size of the company sure didn't help. I will continue to argue that it's exactly the people that make a difference. Novell has "a" product line. Novell has (had) "a" market-cap. IBM has many, many, many other areas to derive revenue from. LVG said that the war for the desktop was over (to paraphrase) 2 years ago. I was simply pointing out that Microsoft, the current entity, has and does have the power to do what it wants. IBM doesn't have a stock problem. So you are saying that IBM has the ability to make more stupid errors, and to have "non-good" and "non-loyal" workers and they will survive? I agree with that completely. IBM has huge amounts of resources to fall back on ... but that was not the point being discussed. 3. If you believe anything that's said here can "drive the price down" then .... well.. I'll defer on that one. I'm not sure that I stated I believe that ... and I don't know if you believe that either ... that's why I'm so facinated by your posts ... 4. No, I don't own any. Yes, I will when the price is low enough. I'm glad to hear this. What you are saying then, is that you do feel that Novell is a good investment (if you could get your last $.50 or $1 out of the price), and that you would invest your money and expect Novell to do well and become a good investment? Or am I mis-reading this? 5. I am still here to get information. That is the purpose of SI. I guess this was my facination ... that the specific posts that I am referencing, you are not "getting information", but you are expressing opinions of future events that I would like more detail on. It's easy to point at news that has already happened. But even Rod was willing to forecast a series of events that he believes will happen in the market (many of which I was quite impressed by!) ... I guess that I'm trying to learn from your position, and would love more detail on your analysis. 6. Where are a) The rebuttal's to MOAB review, b) Novonyx status? Again, good move! You have practiced debate. If I re-read my post, I don't believe that this relates to the topic at hand. But, you know full well that I have no control over this. I can only suggest what I think should be done. I do not believe that you will ever find a comment from me arguing with you on points like this. 7. Apart from you being "Pollyanesqe", where are "your" FACTS? (+or-)? At least I can "support" mine regarding Novell's "non-presence. Can U? You will (next Q). That's gonna be IMHO Schmidts "last Q". Show the $! I believe that several people posted links, and I did also, directly related to the conversation at hand ... the changes happening in the industry with respect to Microsoft. Joe, you are more than welcome to take your anger out on me. Attack ... punch ... kick ... taunt ... insult ... go for it. If I am able to make you feel better about your investment decisions, please go ahead. But I truely do not feel that it is worth your time. I have one more of your posts that I will address today ... and then I will get back to work. Scott C. Lemon