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

To: Loring who wrote (25180)	1/27/1999 9:19:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Loring, Paul is correct that Novell has historically been a conservative, shy company. That is what got them in trouble a couple of years ago. They rested on their market lead and didn't fight off the competition in the area that they were leading. Instead they lost focus. They might now be gun-shy trying out new Internet endevors because it might back-fire on them like the WordPerfect and UnixWare diversification did. In fact, this would not be the case regarding their shot at using Novell plumbing as an Internet play. But they are likely gun-shy. Toy

To: Loring who wrote (25180)	1/27/1999 9:31:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

Your post certainly does identify the problem Its not clear that we don't have the management at Novell to back innovative product development. I'm sure Scott Lemon would argue that Novell's management is up to the task. That's why he is there. Of course if you own shares in this company you are certainly free to email Schmidt and bring your concerns to his attention. Say to him "take a look at this opportunity and assure me as a shareholder that you are not going to let it slip through your fingers. I'm worried that we will not evaluate and respond to this ecommerce opportunity." Eric Schmidt is smart. He has done almost everything in our White paper (before your time?) except come up with just this sort of product.