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

To: Gary Ku who wrote (24100)	10/29/1998 12:53:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Gary, Dell is not acting like a "big" company. They might be big but not mature. You can see it by the way they are willing to jeopardize their internal IT infrastructure in order to appease their MSFT god. This has nothing to do with technology and trust of a vendor's products. If that were the case, they would not have made the recent decision they just did this week. Their immaturity has been exposed big time with their recent back-tracking explanation on their migration from NetWare to NT. They didnt realize that by letting MSFT PR Dell's internal migration strategy that they just seriously hurt relations with Novell and the countless Novell loyal customers around the world. Compare this to the way Compaq or IBM or HP conduct relations with their software OEMs. None of them would ever allow MSFT to PR an internal IT decision like this. They know better than not to bite any of the hands that feed them. These competing OEMs must have been smiling ear-to-ear when Dell let MSFT slam NOVL. Because the Dell customers and IT integrators will move more business that is Novell centric over to them from Dell. I don't think you have heard the last of this from Dell either since their last statement did not do much to explain their internal IT strategy flaw. So - if they are in such a big business - they just made a single mistake! Toy

To: Gary Ku who wrote (24100)	10/29/1998 1:04:00 PM
From: Bearded One	Respond to of 42771

Just NOVL is not big enough to gain the gaint's trust. They are in such a big business can not afford a single mistake. That must be why Dell has 25,000 nodes using Novell Netware.

To: Gary Ku who wrote (24100)	10/29/1998 1:09:00 PM
From: Mark A. Forte	Read Replies (1) \| Respond to of 42771

GET your head outta da sand . The big three automakers use Novell!!

To: Gary Ku who wrote (24100)	10/29/1998 4:00:00 PM
From: EPS	Read Replies (1) \| Respond to of 42771

Gary, Deep analysis!!! Check the quotes, you'll be surprised. Planning to short some more? Victor