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: Don Troppmann who wrote (30706)	3/14/2000 11:35:00 PM
From: Spartex	Read Replies (1) of 42771

Just listening to the conference audio for the first time this evening. I think that the speculation and valuation of "nearterm" growing internet companies -- dot.coms (along with associated hype) is overshadowing the brilliance and capability of what Novell can, and I expect "will" do over then next decade with internet infrastructure. Wall Street doesn't have this type of "patience" now. I do, and will keep NOVL as a large part of my core holding, while also investing in a few other hot sectors (B2B and chips). What was nice to hear on the call was that NOVL would be pushing their B2B theme heavily at BrainShare -- where many of these deals are still waiting to be signed. Eric's vision and legacy for NOVL organization: "Over a 10 or 20 year period what I hope people will say is that Novell was a very key part of building out the infrastructure that served billions of objects for millions of people who are mobile and global all the time. That I think is a NEED, I think it is obvious and I think its about time that a company goes and builds that, and that is what we intend to do" novell.com +++++++++++++++++++++++++++++++++++++++++++++++++++++++++ People on the presentation continued to ask him questions about how NOVL will deal with MSFT, whether they would get bought out, or whether they would spin off some of their products into public companies. It was refreshing to hear his answers and clarity on keeping the company intact because the pieces were stronger together than broken up. If I was an institution with cash, I would be buying this stock heavily come Wednesday morning. *************** Time to crawl back under my rock until BrainShare, when the LION will ROAR.

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