ToySoldier:
Again, I applaud your efforts. You have a very astute understanding of the playing field between Novell and its competitors. I just wish you fortune if you are able to decide to invest in NOVL at a reasonable entry point. Sub-9 would be attractive. I really agree with you share number projections, although the October numbers look too optimistic to me, but the way they push valuations in others such as AOL and YHOO, I wouldn't bet against you ;).
Its interesting to see that now INTC, MOT, and CPQ are now feeling the effects of price cutting and overproduction, and a bit of Asian flu. Hmmmm, everyone was so proud in slamming NOVL for its stuffing of the channel in the past, well CPQ has to work through the same problems this coming 2 quarters, as well as their acquisition of DEC. That is why I was interested in investing in NOVL last DEC-JAN, they were seriously correcting this problem, and while it resulted in reduced revenues, the correction was welcomed by serious investors who understand what steps need to be put into place for a turnaround to become successful.
One step at a time, but I believe NOVL's first steps look very encouraging. I'd rather buy them in the 9 range than many, many other techs that are experiencing slowdowns and overcompetition in their respective markets. I think NOVL will get through the next 1-2 quarters in fine shape.
ToySoldier, my hats off to you for bringing in a very articulate and concise overview of NOVL's business plans, products, and future.
Regards,
Quad-K |
