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: vibaby who wrote (25034)	1/19/1999 8:57:00 AM
From: Spartex	of 42771

Thanks viababy-- <<KANGAS: Cadence Design (NYSE:CDN), Parametric Technology (NASDAQ:PMTC), Novell (NASDAQ:NOVL), just all kinds of winners in there and you're staying with them all? MORROW: Right. There's none of those that I would delete at this moment. Some new ideas that I like are Lam Research (NASDAQ:LRCX). They're in the semiconductor processing equipment. KANGAS: Trades NASDAQ? MORROW: It's NASDAQ. Its symbol LRCX. KANGAS: OK. MORROW: Adaptec (NASDAQ:ADPT). They're in the hardware and software products, symbol ADPT, again>> Interesting that Morrow recommends ADPT now near 25 bucks, when an early bird could have scooped it up in the single digits just 3-4 months ago. Same is true for LRCX, was in the 11ish range in Oct. But I just heard that LRCX just said: << late Monday it expected a $53.4 million second-quarter charge. The shares closed Friday at 28-7/16 >> Not sure if this is unexpected news at this point. Nonetheless, if Morrow was buying these fellows, and NOVL heavily in Oct. he's done very, very well. Regards, QuadK

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