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: vinod Khurana who wrote (16111)	8/22/1997 7:02:00 PM
From: Bruce Weisman	of 42771

Some food for thought concerning institutional holdings.......... As many know the number one holder of stock is Goldman sacks..but they havent updated since the quarter ending 12/96..why ?..i dont know..though they may have been sellers this last week..the NEW number 2 holder is morgan stanley and company with 9.95 million shares..9.618 million aded this last filing period.now things get interesting with the the number 4 holder ..ryback mgmt corp..they hold 8.05 million as of the 3/97 period..but thats not all..according to a list of top mutual fund holdings they have lindner growth funds and lindner dividend funds as holder of roughly 4 million shares..why am i telling u this?..because ryback contols lindner funds..go to their web page,eric ryback is a value investor..the kind i really respect..who do their homework ..they are the investors that i like to see..novell has been a poor performer yes..but she aint dead yet..goDr. schmidt go!!

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