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

To: Spartex who wrote (22209)	5/22/1998 8:51:00 AM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

I know you want Novell to succeed but this isn't going to just happen In the conference call the question session was most impressive to me. I especially like H&Q's Galvin's questions: Q. 'can we see any Novell NT based products generating revenue or is it just the NOS (meaning the new Netware 5 that will generate revenues), and why aren't the numbers higher?' A. Schmidt "I'll take it on either side...we need more directory based products like Zenworks..." ================== Now if you go back on this thread you will see a series of add-on products touted like Zen that were going to do the trick. I'm sorry but I just don't see the strategy for this company. Forget about the great man in history theory. Remember, I'm one of the guys who worked to get MArengi out and Schmidt in! Its not enough. I do not understand Schmidt's PRODUCT OR MARKETING strategy. Whereas with Gates its perfectly clear to me.