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

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To: E_K_S who wrote (924)6/1/1996 7:46:00 AM
From: Eric Hall   of 42771
 
You betcha!

>revisit NOVELL when it's $31 by Q2 1997.

I've said this at least a dozen times, but it's still true, so here it is again: NOVL is a pure loooong stock. This company will make wealthy men (and women), out of us all.

To wit (from the conf call analysis above):

>They believe that they have a unique position among Internet players;
>specifically, millions of installed NetWare servers to augment
>upgrades, a user base of 55 million users, 25,000 resellers and
>75,000 CNEs (companies that people train to deploy, design, and
>manage these networks). They believe that this strong market presence
>combined with great products positions them to capitalize on the
>rapidly expanding intranet and Internet opportunities.

There is no company better positioned to maximize on the new Internet and intranet markets. Period. Just sit back, ignore the bumps, and wait for the inevitable. The only time to get worried is if Novell retreats into a proprietary model (like what MSFT is doing). Other than that, it's easy money.
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