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

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To: Matthew Leo who wrote (10929)4/9/1997 12:14:00 AM
From: Paul Fiondella   of 42771
 
Dear Matt, I think we deserve to know the details

of the financial aspects of the Novonyx deal. For me these are (1) how soon does it sell something so that we see some revenue. (2) what did it cost Novell in startup costs.

As to the strategy of putting Netscapes web server on top of IntranetWare, I would have to say this is bullet proof and a brilliant move. Novell wants NOS sales and Netscape wants web server sales. They both get what they want and MSFT gets a kick in the balls.

Its all in the execution of the kick however. Gimme a product!!
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