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

To: Joe Antol who wrote (20101)	2/11/1998 10:57:00 PM
From: AJ Lake	Read Replies (1) \| Respond to of 42771

Hiya Joe: As a long-time NOVL sufferer (in at 13.5), I stop by every few months to complain about the blatant lack of marketing. Here's a tidbit from the trenches. NOVL seems to be setting up field offices (a couple of youngsters working out of their houses; one salesperson, one techie) in the smaller markets. Resellers have been sent notices. In addition to revamping sales quotas, NOVL will require Gold and Platimum resellers to meet with their local reps once per month to share a "monthly success story." The screws are being tightened on the resellers. Hmmmm, not exactly the marketing push I had envisioned. I've got a feeling this strategy will only make it easier to resell NT. Anyone have more details or comments on this new impetus? This looks suspiciously like the siphon-the-swamp-dry hardware model used by Compaq, HP, et.al. whereby there exist a few huge VAR's in each market at the expense of the smaller consultants and VAR's. It is my opinion that this program did more for Dell and Gateway than anyone gives it credit for. Could NOVL be considering the same path, to MSFT's benefit? Regards, AJ

To: Joe Antol who wrote (20101)	2/12/1998 8:27:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

Antol, Salah, etc al. Novell/Bear Train Back: >>Now I know it's just a story, but somehow I get the feeling that Chris Stone and John Slitz are not very happy about the way things are going. And they are the new kids on the block.>> Joe: From where I sit happen to get the feeling Stone and Slitz ARE very heppy with the way things are going. The NDS strategy turn happened months ago - this is like reporting the results of the world series. Grrrooooooowwwllll...! Is that what a bear sounds like? I used to work on ranches in Montana when I was growing up so at least I know what a bull sounds like. Good luck!