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

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To: Jack L. Dlugach who wrote (3370)9/10/1996 3:49:00 PM
From: vinod Khurana   of 42771
 
Jack, you said: " Novell has set aside $20M for this so-called "agressive" advertising budget so that's not excessive.

$20 million is not a lot of money on ads these days. I just have my doubts on how effective it will be.

With consultant reports telling clients to put NetWare "on the ice" for the next couple of years, this will have a devastating effect on NOVL and its shareholders. The uncertainity will continue and by that time, you could have more players in the arena. The +'ve ads NOVL is spending $20 million on will be offset by the -'ve articles appearing in the media. Could it create more confusion ? Who is right and who is wrong ?

The big question is: Can NOVL regain the leadership it once held ?

My answer is NO !! Game over and time to think about how much the company can fetch in a takeover. Good for the shareholder and good for
the employees.....now that's called long term planning.

V.K
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