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

To: EPS who wrote (26503)	4/6/1999 3:21:00 PM
From: Loring	Read Replies (1) \| Respond to of 42771

Not if the development of the product hasn't reached a marketability phase. Just because you think you can see a technological break-thru with this product doesn't mean that its availability is imminent. The MSFT model of spinning about incomplete products is not the norm nor the proven path for marketing. Yes, they are successful at it, but I don't think that mode is in Dr. Schmidt's vision for NOVL. Slitz is an experienced marketing guy, one who has to deal with the press on a daily basis. He knows how much he can fudge and how much he has to await clearance for. Let's face it: digitalme holds promise and that's about it!

To: EPS who wrote (26503)	4/6/1999 4:42:00 PM
From: Spartex	Respond to of 42771

Victor, Right. Needs to make it (NDS)interesting. If y'all remember earlier interviews with Schmidt, he said the toughest thing about NDS was articulating to companies what it is, and what it can do for them. Now Novell has Digital Me, which will be integrated into NDS. Schmidt now has the human side of NDS in the palm of his hand. Don't forget that. I expect some results to come from this effort, along with the other 7-8 ZEN's yet to be announced by Chris Stone. Over and out. QuadK