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: Paul Fiondella who wrote (30093)	1/29/2000 9:37:00 PM
From: PJ Strifas	Read Replies (1) of 42771

That's not a pop but a burst! I suspect this year we'll see more and more of the bigger e-commerce/internet companies make a valiant effort to become profitable. I think the pressures to succeed in a more traditional fashion will become front stage and can no longer be dismissed out of hand with "future earnings" or "eyeballs" or "marketspace". Those buzz words were great during the "Great Internet Expansion" of the 1990s. As we've said many times before, it's now time for Phase II. I think that with the upcoming election and the uncertain way the FedReserve believes we are heading into recession could spark some shifting of $$$. Market Makers will begin to shift money into other parts of the market looking to consolidate some BIG gains into long term growth. If you look at markets outside the US, you'll see bigger growth trends and possible higher yields (especially as Asia continues their recovery). Also the transition of regional markets to global markets is just starting to hit the far end of that spectrum (IMHO). In plain words, it's much closer to ALL GLOBAL than to ALL REGIONAL. [sure it's been global for some time now but the percentages are now heavier on the Global side than before). I have some family over from Europe and they believe the European alliance will be a force to reckon with. Think about it. There's alot of similarity between a United Europe (economically) to the US. If you look at demographics it's very interesting..... Even if you look at Novell revenues - their highest growth rates are in Europe and Asia respectively. Anyway, global economics is an area I dabble in when the wine is just right :) Regards, Peter J Strifas ----- [PS - I met Fredrick this past Wednesday - let me tell you that in person he's all the character he is in his posts - only MUCH more. His enthusiasm is unbelievable - and so too is what he's involved with! All I know is that I believe that Fredrick is about 5 years too soon with his ideas - people are just barely grasping the importance of his message. GO!]

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