SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novell (NOVL) dirt cheap, good buy?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mark Bridges who wrote (10698)4/4/1997 10:26:00 AM
From: Vip   of 42771
 
Mark you make a good point. Look at post #10572. Novell's problem is that according to the Researcher in this article only 12% of users of Novell products intend to use Novell for their intranet technology. This credility gap is what Dr. Schmidt is supposed to provide. If Novell straightens out their PR and Sales departments then you have a perceived turnaround in earnings momentum. But the longer it takes then the further the erosion of Novell's customer base to Microsoft and the less value in price to a potential acquiring company. So Novell is in a risky prediciment as to whether they can stem the loss of their customer base. Your example at work is just one of many unfortunately. Look at the website www.stocksmart.com under Novell. They have Novell trading at a 30% plus discount in price to its industry. Numbers can be juggled in many configurations.

Vip
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext