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

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To: scott blomquist who started this subject2/28/2002 10:16:09 PM
From: Paul Fiondella   of 42771
 
Novell earnings

Had they been able to show some better guidance going forward, this would have been a turnaround quarter. instead we are left waiting for results two quarters out. That is a bit too negative given the company is more than solvent and has no Enron problems. I guess Jack is still pretty worried about the Cambridge integration. The consulting business took a nose-dive. It was good that one of the questions on the cc was about the number of pilot projects which is considerable in the works. Unfortunately the lack of participation on the cc is the result of a no real news type of report here. Its more of waiting for the turnaround and hoping for the turnaround.
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