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: Jack L. Dlugach who wrote (13991)	6/23/1997 9:06:00 PM
From: Scott C. Lemon	of 42771

Hello Jack, Just a couple of notes ... > Vip: If the obstacle were only the poison pill, I'd think you'd > be seeing at least some signs of interest from any potential > suitor; the real problem seems to be that no one is interested > because they see nothing but a losing proposition with Novell's > current structure. I'm continuosly told here that "We are not for sale." But that "All offers would be reviewed as required by law." I don't know the answer to this, but would offers be announced to the public? Do we know if any discussions have occured? Also, is it a good time to sell when you are down? > Compaq just took over Tandem, though, and offered a pretty good > premium and that's not a company I'd have thought Compaq would have > found desirable so we never know. This one hit me as genius this morning when I saw it on the news. Compaq, whose clustering expertise is limited and controlled by the OS vendors, buys a company that has some of the most advanced (NT and non-NT) clustering and fault-tolerant systems. Good for them! Scott C. Lemon

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