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

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To: Paul Fiondella who wrote (30337)2/15/2000 1:27:00 PM
From: Scott C. Lemon   of 42771
 
Hello Paul,

My fault ... I was looking at the list as 1,2,3,4,5 ... I didn't see the A/B subcategories ... so that does look right ...

The stock is looking interesting for getting this close to the quarter ... it always seems that the NOVL news leaks early, and then causes the movement in advance of announcements.

It's tough to try and decide yet exactly where the numbers are going to come in. I'm thinking that people are looking for a "blow-out" quarter, but that then sets the expections higher for the next quarter. I'm not sure if Novell is yet ready to start generating consecutive "blow-outs" ... and so they might temper the announcement more in line with your thinking ...

I agree that 3.4MM is not really that much to play with ... I figure that it's probably one corporate deal that could effect the earnings by $.01 ...

Scott C. Lemon
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