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: Elmo Gregory who wrote (16021)	8/21/1997 10:07:00 PM
From: Joe Antol	of 42771

Elmo. You ought to call into that conference call. They also asked about this too. Like I said in my previous post, they didn't sound too coherent (or confident - to me anyway) about this strategy either. Unless they think they are going to pull a rabbit out of the hat somehow with Slitz and Stone, then I have a speculation --- and that is, I think not only was Schmidt "surprised" at Q2, but was even MORE surprised at Q3. There is no way in my way of thinking that "every analyst on the planet* had those numbers, and then Novell (Tolenen included) comes in with these. NO WAY. NO RATIONAL EXPLANATION. Other than, they are in the final stages of the Wang Death-Spiral. And right now, it seems to me they are getting pretty close to ground-level without a chute. Regards, Joe... PS: I may be wrong, but I don't think MOAB was even mentioned in that call or Q&A either.

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