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: Paul Fiondella who wrote (18264)	10/31/1997 11:04:00 AM
From: vinod Khurana	Read Replies (1) of 42771

Hello Paul...no I did not buy INTC at $72. I'm not rushing into a market that just took a bit hit...and especially with a stock that was overvalued and may still be. I am long NOVL and short MSFT. I am thinking of buying St. Jude Medical at $27 1/2 and INTC at $65. Regarding JAVA....if you tell me that IT will install a JAVA based NetWare on UNIX and NT, then I think you are dreaming. NetWare is history in my opinion and to late in the coming. The mindset is NT. NOVELL would have to do one marketing campaign to change that mindset and quite frankly, I think they woule be wasting their time and money. If NT does indeed have its faults, MSFT will work fast and hard to correct them. IT will not switch O/S back and fourth. NT has won the O/S war. What NOVL needs is a killer app. and what guarentee do we have that they will have one in 1 years time Many startup companies will join the bandwagon once they determine that JAVA is here to stay and replace Windows but until then, development will be strictly research and development. V.K

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