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: JohnnyC who wrote (9219)	3/12/1997 7:11:00 PM
From: BP Ritchie	of 42771

Well ... I'm holding on. At these prices it like getting IBM for less than $35 ... a new CEO ... or maybe a takeover can't be much further away now. Novell still has the largest user base, and growing in an established market that is growing at double digit rates ... the best technology for an emerging opportunity for new Server buyers, not very difficult for them to make into new products. Imagine what the stock would be worth if the 97 Revenue was 200% of 96 ... the 98 Revenue was 300% of 97 ... with costs increase less than 10% per year, and a 'born again' reputation as acknowledged marketshare leader. I think it can be done by the folks they have on board already ... with some new leadership. All we have to do is persuade the current leadership to let it happen and recruit a few good people (including a CEO). Of course if the BOD wants to keep the status quo ... it will probably only be able to keep up with the market and miss out on the next major market expansion ... but, it will still probably be worth more than today's prices even then.

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