Novell (NOVL) dirt cheap, good buy? Message Board

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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Salah Mohamed who wrote (10587)	4/2/1997 4:28:00 PM
From: E_K_S	of 42771

Thank's Salah: Did you read the article upthread (http://www.economist.com/issue/29-03-97/wb8692.html ). From the article the author states, "...Novonyx will give Novell access to some of Netscape's technology--and save it from having to develop its own. However, for the joint venture to succeed, Novell may need to junk some of its own products, such as its GroupWise messaging system, in favour of Netscape's versions. " It looks that Novell is enhancing the Groupwise product and definately will not trash it. In fact in one of the articles you posted yesterday regarding conflicts with Netscape and Novell over the 'merging' of e-mail product technology, it appears that Ms. Gibson has a change in focus for Groupwise. Should Novell junk it's Groupwise product? IMO it seems like a good foundation to build a messaging system on. >>Comment Eric, are you going to attend any of Novell events at JavaOne? << I saw the dates in our local paper but am currently tied up with another project. From the posted press release, it sounds like it would be quite interesting. I do plan to attend the annual meeting as it is going to be held right down the street from me. Maybe I can take some pictures and have Joe post them on his Web page. EKS P.S. Look's like the market is building in some preminum on those Novell leaps. The January 1999 20 Call traded heavy volume today at 7/8. SYMBOL DESCRIPTION LAST CHG HIGH LOW VOL OI ------ ---------------- ------- ------- -------- -------- ------ ------ .VNNAD C JAN 99 20.000 7/8 -3/8 7/8 7/8 300 970

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