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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Paul Fiondella who wrote (30757)3/19/2000 10:14:00 PM
From: Jack Whitley   of 42771
 
<<"Making Novell an Internet Leader --- Some Strategies and
Proposals">>

I think it is time to rename and reposition the organization as follows -

Novell.com - Communications Software for the New Internet

I'm not joking.

I now have an 8-bagger in LSI, and all they did was (effectively) reposition their company from makers of ASIC and FPGA (which they still make and sell the hell out of) to makers of "communications" and "wireless" chips. Its moved from a split adjusted 9 1/2 to 78 in a year and a half. And LSI has had to build, stock, and maintain 3 expensive fabs. Novell.com has none of that overhead. They should be exploding in value.

jww

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