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: Mat Miller who wrote (4788)	11/10/1996 11:56:00 AM
From: Joe Antol	of 42771

Mat, OK my $.02 on this... and I don't know (really), but ORCL IMHO <g> is the most likely candidate. There are a lot of "fit" factors with ORCL. Notwithstanding, Larry Ellison's agressive and competitive stance against the Wintel venue, and Mr. Gates in particular. Even though Oracle is involved with the Wintel platform, they are also very much so cross-platform; they now have deep-pockets, they are a very big-time player (especially in the SAP R/3 world). IF, there were to be a take-out, ORCL in my opinion is a very, very likely. I do NOT see Netscape taking out Novell. I cannot fathom that scenario. Regards, Joe...

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