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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Joe Antol who wrote (18045)10/21/1997 12:18:00 AM
From: Paul Fiondella  Read Replies (4) of 42771
 
200,000 Beta copies of NT5 were distributed in this Quarter

So said MSFT in the conference call.

In addition to the sequential revenue decline $3.175 billion to $3.13 billion that you noted, MSFT also suffered an operating margin decline of 49.8% to 45.6%.

Not everything is rosy over in Pope William's turf---except of course where it concerns NOVL.

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Don remarked that he thought a decline in MSFT stock price would possibly lead to an increase in NOVL's.

Today's action after the Justice Dept press conference showed no such link. NSCP dramatically benefited. Nothing for NOVL.

General sentiment is that NOVL sells to its existing customer base while MSFT picks up all the new customer sales.

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