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

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To: Mat Miller who wrote (16179)8/24/1997 4:20:00 PM
From: Jack L. Dlugach   of 42771
 
Mat: I don't know about '82 but the last couple of years BW has, IMO, been doing a pretty respectable job of analysis. I've been finding more good info in BW than most of the rags; Barron's IMO has an awful lot of prejudicial misinformation from their so-called "experts." At least BW "seems" to be keeping a pretty independent outlook. Anyway, I guess a lot of it is just wishful thinking but I sure hope that BorderManager and the other stuff is going to be all that it's cracked up to be and I'd say that Schmidt is probably the right guy for the job from what I've seen so far.

Hard to say, though, as Novell has been one big dumb mistake after another for the last couple of years--hope things are different this time around.
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