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: Joe Antol who wrote (16098)	8/22/1997 4:02:00 PM
From: Jack L. Dlugach	of 42771

Joe: Looks like you got out okay with that last buy. Now it's looking a lot better'n we thought. If I read all these tactics right and the "independent" analysts have it correct, Novell not only stopped $100M in new shipments to clean out the old inventory but the company also recalled a lot of the stuff in the channel and that accounts for the entire drop in revenues. Meanwhile, the company still has over 55M installed nodes and a thoroughly depleted inventory channel--it can't go anywhere but up from here by all appearances and this is as bad as it gets. Also, there's a post from Rod M.--always a bullish sign. :)

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