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: Joe Antol who wrote (5434)	12/1/1996 11:25:00 PM
From: Jim Walker	of 42771

Hi Joe. I know you're unhappy with the 12/96 thing approaching, but hey. We're well on the road home here. New product is selling well. Next quarter will have a full quarter of IntranetWare to report. A substantial percentage of new customers puts a rosy glow on the horizon. Someone upthread lamented the absence of more upgrading from 3.x to 4.x. But that doesn't mean rejection by the 3.x accounts. In fact if you project new accounts as "converts" and see the 3.x people in line when they decide to upgrade, bolstered by evidence of 4.x success, well? Even the negative houses appear to agree that $.8 is pretty much a done deal for the next 12 months. At 20 e.p.s. you've got $16 without any bandwagoning. All it will take will be a couple of houses changing their tune about the stock rating and there'll be a 25% pop and possible further follow-through. 16 within a year looks to be nearly a cinch with a good possibility of 20 with any endorsements to speak of. And should IntranetWare take off, the whole projection takes on new dimensions. Marengi or not, Joe, I think we're in the green. A visionary CEO may get us the metallic-fleck emerald version.

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