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

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To: P.M.Freedman who wrote (29184)12/1/1999 11:34:00 AM
From: Paul Fiondella  Read Replies (3) of 42771
 
Funny how the caching wins are accumulating.......

Gee I guess Novell does these caching appliance contracts with Hitachi etc. for free or just for the publicity, just to keep their name on some press release or something.

You see they are not going to make any real money off of these wins, the $2 billion caching market will actually go to Inktomi or to Cacheware Inc. (the concept company developed by the IPO mill).

Its like directory services, Novell is in its 8th plus generation of NDS and MSFT has basically vaporeware to offer. So let's go with the vaporware. In fact let's have the Defense Department go with the vaporware too. Let's build networks that do not work that are hackable and crashable while we are at it. Let's destroy our best engineering companys and chuck their best engineered products for some marketing hype and some product that is so filled with bugs they can't even release it to the public!!!

What I like is how much more real vaporware is to this stock market than products that exist and are being contracted for.

Here is some more spin on the Conference Call. In this article the author tries to pick up on the "what they aren't telling you little investors" scam to give us some inside info on DSO's.

cbs.marketwatch.com

I said it was a buy yesterday at 19 9/16ths, well its still a screaming buy at 20 1/4!

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You'll know what I'm talking about when that caching revenue appears.
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