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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: EPS who wrote (28764)10/30/1999 9:55:00 AM
From: Don Hurst  Read Replies (2) of 42771
 
Victor, Digitalme is a snore as far as the market is concerned and probably always will be until Novell starts putting all of their Internet infrastructure stuff into some kind of understandable context that gets the market excited which they clearly have not done so far.

You point out that they have an alliance with Akamai. So what? What does it mean and why are Inktomi and Akamai "overvalued" using your word and Novell flounders?

The only reason I can see that Novell jumped 2 3/4 points on Thursday was because MSFT said that W/2k was coming out in Feb 2000. When you read PJ Strifas's last post you know this just confirms that that humongous piece of complex software is going to have lots of problems but all the hype from MSFT will probably keep Novell "undervalued" while the market waits.

I know I sound like a frustrated Novell investor which I clearly am but when does Novell start its' own marketing hype???

I don't think Barrons is going to have a cover page article extolling the Novell merits soon again so if they are going to be "overvalued" like Akamai and Inktomi they need get the marketing exec and we represent the right choices for the internet infrastructure program going now!

Regards,

Don
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