EKS. "2 years, as of 12/97". Very good post. Very good analysis. That
is why I said, longs will be making some "very tough decisions". Your
time line, and strategy, makes sense to me anyway. Q3 (2 1/2 weeks
from today) is a "pivotal point", as far as I care. 10/97 is also
critical (for me -- just talked to my accountant today "again" as a
matter of fact), w/r/t to tax loss selling. And so on, and so forth.
1998 may very well, in fact, be a banner year for Novell. But, there
is absolutely no denying the fact that for the rest of the major
players in the tech sector, there is NOT the concern from "TODAY"
for that matter, up through, and including balance of 1997, 1998,
1999, 2000, .... (again, as far as I care). Therefore, logic dictates!
UNLESS, e.g., IBM infuses 200M, and Novell replaces the BOD! ...Joe |
