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

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To: Joe Antol who wrote (121)7/8/1996 9:07:00 PM
From: Vinh   of 238
 
If all I know about NOVL and MSFT are their shipment numbers and install base, I would have to be long on MSFT. I know netware has a much larger installed base than NT, but most/all forecast show NT to be increasing fast. I am purchasing a company's stock on future not present earnings. Netware however is very good and will not concede market s to NT as easily as some of the forecasts.
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