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


To: Loring who wrote (25317)2/7/1999 12:55:00 PM
From: fb  Read Replies (1) | Respond to of 42771
 
FWIW:

Message 7702422



To: Loring who wrote (25317)2/7/1999 12:57:00 PM
From: Spartex  Read Replies (1) | Respond to of 42771
 
Loring your said....

<<but I'm not convinced that the consumer market is a viable place for it. >>

followed by

<<Let's take Eddie Bauer. EB could maintain that it will only sell credit card charged goods to customers who have subscribed to Digital Me>>

I'm confused by your logic:--not convinced consumer market is a viable place for it (aka Digital Me) .....followed by "good customers who have subscribed to Digital Me" (consumer/customer)?? It seems you are taking both positions. Please clarify.

Also--

<<I appreciate your eagerness to see NOVL veer off into this field of business, but it's a risky proposition, and one that may not translate into increased earnings in the near term.>>

Respectfully, do you think AOL, AMZN and YHOO got to where they are without taking such risks and lack of earnings in the near term, and for AMZN's case, the long term! Just curious, as your statement doesn't gel with "thinking outside the box" on internet growth and possibilities as I believe Schmidt and his other hired hands do.

Regards,

QuadK