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: E.J. Neitz Jr who wrote (5394)	11/28/1996 12:13:00 PM
From: E_K_S	of 42771

To All: Here is the Real Audio (DJIN) by Dean Witter link.... av.djin.com 12:15 pm Novell (NOVL) outlook Interview with Peter Rubicam, analyst, Dean Witter. "Results on the whole are encouraging," says Rubicam about 4Q earnings. "But there is still a high degree of skepticism surrounding the sustainability of these results." New York (10 min) ===================================================================== Comments are always welcomed... Here are some of mine: (1) High Risk strategy <Based on one product stream of revenue) The company really needs to focus on establishing consistant service revenue income. Here I go again but these other revenue source will reduce the company's overall risk profile in this area. (2) $0.18 for Q1 1997 and $0.82 for 1997. These numbers appear to be on the low end and quite achievable. Still only puts stock in the $14-$16 range based on a 20 PE. Looks to me that the company wants to take the High Road and "go it alone" and therefore it will be several quarters before the market (& Wall Street) will change their perception. Let's hope that a new CEO announcement will speed this up. EKS <Looks like EKS will wait for new CEO and then sell a series of calls with time and strike prices staggard throughout Q3 and Q4 1997 at the $15 - $17 1/2 range...We are going to need to wait another 18 months on this one I think>

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