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

To: Hector who wrote (20362)	2/26/1998 8:07:00 PM
From: Paul Fiondella	Respond to of 42771

Complacency, oh yes. Its tragic. The company is focused on getting the Netware 5.0 base product out the door. This is the good fight of the good engineer. Produce the great product. But in the meantime market share is evaporating and the boss, one Eric Schmidt has to remind the troops that the number ONE priority is to hold on to those enterprise customers. Make them know why they own a Novell Network. Give them every reason to stay with Novell. Unfortunately the opposition, MSFT, which the last group of managers thought they could accommodate (even the current group thinks they won some battle when MSFT didn't follow through on withdrawing support for any NT system that ran NDS but left it at FUD) this MSFT opposition is going to destroy Novell. There is no room for two network operating systems in the world of MSFT. Novell does not occupy a niche MSFT intends to allow Novell to "compete" in. IT isn't just selling NDS on NT that upsets MSFT but Novell selling an actual NOS. One better than theirs. What an affront to Bill Gates! SO the engineers at NOVL once again think they can JUST produce a good product while the marketing people at MSFT, a company some 200 times larger than Novell, are licking their chops over their last meal---NSCP. They got away with predatory pricing practices and basically drove NSCP out of the browser business and the anti-trust bureaucrats barely gave it a nod. Now they are increasing the price of Win98 after having taken over the browser industry and folding that into their OS. Its classic predatory pricing (the equivalent of raising freight rates after driving the other railroad out of business) and these dumb engineers are behaving like a bunch of sheep thinking that all they have to do is produce a good product and it is good times again. Novell is in the position of an enemy of Rome. It sees that Vercingetorix has just had his million man army massacred. But, we are different says the fellow in charge of Masada. Our fortress is impregnable. Rome will not be able to beat us. ITs complacency and if the stock goes up, unfortunately, the deadheads on the Novell BOD will think they actually are okay and become EVEN MORE COMPLACENT.