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: Frederick Smart who wrote (26370)	3/31/1999 10:32:00 PM
From: Jack Whitley	of 42771

<<CEO John Chambers wants to exploit those strengths to grab more voice conversations, too. He says "old world" giants like Lucent and Northern Telecom, which build traditional circuit switches, are in serious trouble. Convergence, he says, "will be the next Industrial Revolution.">> After a lot of deep thought and watching both vendors in action, I am convinced that it is going to be easier for for voice companies to do data than for data companies to do voice. LU may well be the next Intel, they have a gigantic technology portfolio, and they vigorously police their marks/patents. To call them "old world" is whistling in the graveyard. jww

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