Novell is Dead. Apple is Dead. Long Live Microsoft! Message Board

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Technology Stocks : Novell is Dead. Apple is Dead. Long Live Microsoft!

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To: who wrote (86)	6/21/1996 10:39:00 AM
From: vinod Khurana	of 238

Hello Kenneth, <<<Unfortunately, NT is getting it's foot in the door at large corporations.>>> That statement you made is very accurate and only those who work in the industry and attend conferences know this to be a fact. As an investor, you would never believe this is happening and that is the problem. However.... << I wouldn't touch NOVL stock with a ten foot pole (except as a short, maybe).>>> ...this is where I disagree with you. With all the talk that NOVL is cheap at $14, there are many investors who will jump on this ship hoping to see it rise to its haydays as a $30 stock. To short NOVL over the next three - six months in my opinion could be a mistake. Allow the stock to hit a 52-week high ($15 5/8 is in my opinion far too low in comparison to last years high of $24+) and then might be a good time to short...that is if the situation then is the same or worse than it is today (re: NT vs NW 4.x). The company is betting on Green River and it would be a mistake to short the stock until the final tally is in.....Q1 1997. V.K

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