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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 4:20:00 PM
From: vinod Khurana  Read Replies (1) of 42771
 
Hello Paul:<<Turning NOVL servers into good JAVA platforms is good for NOVL>>

First, NOVL has to change the perception that NetWare is good only for file and print sharing.

Second, JAVA apps. had better be efficient. Interpreted code tends to run slower than compiled code. NOVL had better come up with its own version of JustInTime Compiler.

Third, whats possible apps. is NOVL going to market ? Accounting, Engineering, kids games ?

They better not be thinking of re-writing NetWare in Java...at least not yet. Corel found out the hard way and look at the mess they are in.

NOVL only has NetWare and nothing else..at the moment. O.K, so they have BorderManager which in my opinion is doing nought for company revenues...our Dr. tells us otherwise but he refuses to disclose sales to date....something looks fishy !!

Our Dr. tells us the company is not for sale. Who cares what he says. Hostile bids are not new and according to industry sources, NOVL is ripe for a takeover. I believe the takeover rumours are going to start very shortly and most likly in the month of November as has been the case in the past.

I am going to sell into the rally as I always have done unless something or someone convinces me this time it is for real.

V.K
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