Novell (NOVL) dirt cheap, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sir Francis Drake who wrote (28624)	10/19/1999 12:02:00 AM
From: Bearded One	Read Replies (1) of 42771

Here's a couple of possible 'bad news' items to think about: 1) Y2K lockdown is affecting Novell more than expected. By the way, read William Fleckenstein's comments. He thinks that lots of hardware and software companies are going to get majorly hit from the lockdown in the following way-- software and hardware sales were unnaturally high due to purchases being moved up before Y2K lockdowns. Thus, they showed unusual and false growth in sales. Denial on the part of analysts kept them from realizing that this was just front-loading of purchases. Now all the hardware and many software companies are going to disappoint, starting with IBM. 2) Microsoft spreading news about Win2K. We here know the difference between Active Domains^h^h^h^h^h^hirectory and NDS, but that doesn't mean that Goldman Sachs does. 3) Hey, maybe NT4 or Linux is hitting Netware hard and we just don't know about it. Novell does have other products besides NDS, you know.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next