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Technology Stocks : George Gilder - Forbes ASAP
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To: willcousa who wrote (4336)5/16/2000 4:51:00 PM
From: Don Troppmann   of 5853
 
Not in response to your post willcousa.....

A November addition to the Telecosm list was Novell (NOVL). Recent comments by Gilder left me with the impression that Gilder still believes NOVL directory, caching and network software continues to be important. Gilder recently indicated he was going to revisit NOVL. He also made less than glowing comments about NOVL's marketing and business plan execution.

Any thoughts would be helpful as to the relevance of NOVL as an investment at current levels. Also comments about NOVL's technology in the internet space would be appreciated.

Thanks,

Don T.
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