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 (34758)	11/9/2000 9:45:47 PM
From: kilo_watt	Read Replies (5) of 42771

I made a prediction, privately, to one of the regular posters here that the ultimate sign of impending doom for NOVL would be a major divestiture. In April. We have a major divestiture. The Netware franchise is by no means strengthened here. NOVL is simply auctioning off the only piece of their business that is really worth anything. This is a classic set up for an acquisition candidate. Doubt that? NOVL has been trading close to cash for awhile. Take away the valuation (unknown) for Volera (probably hoping it will comparable to CFLO, more likely comparable to ISLD) and what are you left with back at the ranch? Not much. Further, I do not believe the royalty model is the more profitable one for ICS. On another note: I have invited Novell reps out to visit with the CIO of my new company several times. No takers. Crazy.

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