Scott:
That comment wasn't directed at you since I agree with what
you said...should have clarified that "cheap shot" since you
last posted. If you look back aways, there were some posts
to VK that told him to sell and get off the board and other
pretty strong stuff, one in particular. So, you're right in this
respect: comments are getting taken personally and that's
not the purpose of this board.
The main point I was trying to make was that all of the stuff
on this board should be considered "opinion" only and that
included the WSJ, BW, analysts, and Novell PR since it's
too early to tell whether this is a "value" stock or ?
By the way, Joe has been telling everybody on this board
that an investment in Novell is not, in his opinion, a sure
fire winner and has also made it clear that he expects some
results by 12/96 or else the option of a "write-off" is there.
And I have maintained all along that Novell has got some
tough hurdles to overcome before it's out of the woods and
it particularly has to, as a company, convince the business
community that it has a viable product line that is going to
be around for a long time. Businesses need to know for a
fact that they are going to get the support they need when
they invest millions in this stuff.
I was accused of causing a lot of people to lose their
investments because of all the Novell FUD that I've been
posting and I sure don't think that my posting of news
articles on here carries that much weight. That is why
I did not post the entire S&P report: from now on, I'll post
the references and then people can look it up or ignore
it. Anyway, I think that's probably a good idea: give us
the URL or whatever source the story came from and if
we think it carries weight, we can look it up.
Also, take a look at the last two references I posted,
the one from S&P and the one from I.I. and you'll see
that one is positive and one is negative and says not
to buy Novell even at these prices so there you have
it...two opinions from two investment sources. Which
one is right? Each investor has to decide for himself
and I sure hope that everyone on here knows that.
That said, my opinion of Novell has not changed: I still
think that this is not a stock for conservative investors
but I also think that Novell has as good a chance as any
to give a big enough reward to merit the risk for those who
have some speculative money.
Compared to other tech stocks, the risk/reward of Novell
is at least as good as most; even Microsoft, as strong a
company as it is, has a "speculative" nature at these
prices in the sense that if you pay 136 a share, you may
end up with a 1200 stock in ten years or you may end
up taking a dive. |
