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

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To: Joe Antol who wrote (4868)11/12/1996 10:51:00 PM
From: Rangu Ranganathan   of 42771
 
SUNW, ORCL, NSCP & NOVL & possibly IBM can work together to counter the WINTEL platform.

Although, I always thought that ORCL & NOVL had good synergies.

NOVL with its huge installed base, needs a strong management team with a vision of what to do to grow the revenue base & continue to provide solutions to the customer base as well as create new competitive space in the fast growing internet/intranet areas.

With a war chest of 1 billion dollars, there may be some strategic acquisitions on the cards as well. Hope it is not as disastrous as the previous acquisitions - i.e. USL, DR DOS, Wordperfect ...

Rangu
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