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

To: fb who wrote (25586)2/24/1999 8:52:00 PM
From: Loring  Respond to of 42771
 
A gentle reminder, fb.

MSFT is a pure marketing company without a real product, except for its corporate, multi-headeded self. NOVL is a product-oriented, traditional purveyor of albeit 21C. enterprise software. Who wins in the short term? I would bet on the MSFT, the model-fast talker. Can NOVL ever become slick enough to compete? No. But I don't think that MSFT has to lose for NOVL to win. So don't be too hard on NOVL's trudging from door to door, and don't wish them into a MSFT model. NOVL is doing a pretty good job right now. Just watch tomorrow's earnings.

Best to you in your investing.



To: fb who wrote (25586)2/24/1999 11:34:00 PM
From: Paul Fiondella  Read Replies (1) | Respond to of 42771
 
Amen Brother!!!

And at the same time that they were not taking care of business the execs and the BOD were making sure they were stuffing their pockets full of Novell money.

Even now it gets me upset to see Bradford selling all of that stock and those enormous bonuses being given out when they haven't even attained the earnings that Marengi had in those dismal quarters.


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