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: Scott C. Lemon who wrote (18512)	11/16/1997 1:39:00 PM
From: Don Earl	of 42771

Hi Scott, Some things to consider on Novonyx: 1. Novell made no secret of the finiancial arangements of the deal they set up with Corel when they sold Word Perfect. 2. Novell has made no secret of the planned technology concerning Novonyx. 3. The only competitive edge that could possibly be gained by not disclosing the details of the agreement would be if it were a prelude to a merger. IMO Novell/Netscape would be a very powerful combination and a gift from the gods to shareholders of both companies in terms of potential revenue growth. The conspicuous lack of information surrounding the Novonyx deal makes the PR releases look like hog wash. The only thing I'm sure of is that the available information does not add up. A merger I'm in favor of. Novell getting a percentage of Novonyx profits, I'm in favor of. Novell setting up a company to compete with Novell products, and with free access to Novells' channel and customer base, I'm against. Regards, Don

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