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

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To: Jim McCormack who wrote (16799)8/29/1997 1:36:00 AM
From: Steve Fancy   of 42771
 
Jim, great call on the earnings. I did notice. Like you, I have maintained the numbers would be much worse than anticipated since E. S. appeared on CNBC last quarter. You did a great job on the financial analysis, I went on history and the trail of hints they tend to leave behind.

I liked the comment regarding the UPS strike being over. Seemed to be mentioned in regards to Q3, but obviously a hidden tip on Q4. This is the way Novell has operated the last couple of years, and likely to be a topic in Joe's book.

sf
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