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

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To: dwight vickers who wrote (20889)3/9/1998 11:20:00 AM
From: Paul Fiondella   of 42771
 
Watching the tape

It would seem that the money coming into the market still thinks that CPQ is an exception, that there is no slow down in the PC market. Let's see if the little guy jumps in around 12:30.

Its interesting to notice that Taiwan, which has been an up Asian market is starting to feel some kind of pinch. What kind could that be? Well lets try the vast exporting into the American market they do of electronics. Could they be seeing a decline in demand?

In the typical recession you only find out about it 6 months after it happened. Maybe the stock market wants to become a lagging indicator.
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