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 (3373)	9/10/1996 4:06:00 PM
From: Jack L. Dlugach	of 42771

"...doubts on how effective..." Agreed, we all have those doubts but they have to do something and this is a good start. The positive ads will be offset by the negative articles? Is that all you read...the negatives? Haven't you noticed that there have also been many positive articles? None of us are happy with the stock price but that should not blind you from looking at both sides; otherwise, you are just making uneducated and ill-informed guesses as to Novell's future. I thought Frankenberg was on the right track and should have been retained but for some people, he was damned if he did or if he didn't. We wanted him to enhance shareholder value and when he did the stock buyback, we complained he was wasting the money. We complained about the WordPerfect and Unix businesses and when he unloaded those and did a good job of it, we complained about it. We wanted him gone and once he was dumped we said Novell is a goner because of all the management turmoil. "The big question is: can NOVL regain the leadership..." VK--What is the matter with your internal workings? NOVL still has the leadership in networking, remember, IT STILL HAS IT. The question is NOT can it REGAIN it but can it keep it OR can Novell at least keep a big enough chunk of this market to be a profitable an growing entity. Negative stories are also coming out about Microsoft and its new generation of products but you don't seem to think MSFT is under any threat. It seems to me that all the free stuff that MSFT is giving away these days should tell you something. Netscape is a pissant compared to Novell so Novell should be just as big a threat to Netscape as vice-versa but you totally write that off as though it were nonexistant. The big story today is that Dell is starting a price war on the server market yet someone mentioned the power of SUN and some other vendors. It seems like the server market is the biggest growth opportunity for these kinds of companies and yet that threat of a price war appears to have had no effect. In short, Novell is not a safe investment by any means but what high-tech company is? Somebody is going to crack Intel's nut one of these days and Microsoft's is already under attack and those are the two biggies. Novell's stock price stinks; that's the only sure thing. That and the fact that Dole hasn't got a prayer.

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