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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Spartex who wrote (31002)4/11/2000 2:13:00 AM
From: Scott C. Lemon  Read Replies (1) of 42771
 
Hello Quad-K,

I'm trying to finish reading for tonight, and hopefully going to get some sleep ... ;-)

I thought this was interesting ...

> * We lack confidence in the outlook for the "inside
> world" which Novell's financial performance is dependent
> upon. If Novell could be disaggreated into two companies
> -- the inside and the outside -- the valuation would
> arguably support a higher valuation. But with the near
> term financial performance dependent on the "old" Novell
> we do not find the risk/reward tradeoff attractive.

I like this "disaggreated into two companies" alot! I would pick the split to be maybe even three ways ... you have the "appliance" group (ICS, Storage, etc.), the "platform" group (NetWare and NDS), and the "applications" group (Directory-enabled applications, groupware, etc.)

I'm wondering if the folks at Paine Webber know something ... or are just trying to ask for the same changes that seem obvious from the outside?

Scott C. Lemon
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