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

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To: Joe Antol who wrote (18993)12/9/1997 10:26:00 AM
From: E_K_S  Read Replies (2) of 42771
 
Thank's Joe - I am also looking at buying more SUNW at current levels. The Internet World trade show in New York is the big event this week. Lot's of new companies pitching the "e-commerce" business. I like IBM's and HWP long term approach and I am quite surprised that NOVEL is not developing an integrated solution for their customers.

Here is the Applix Web Site referenced up thread.
applix.com

Nothing came up on their site regarding 'e-commerce' applications but perhaps third party developers are working on new applications.

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In either case I guess I can get some of this dead Novel money working in other companies that are actually generating "new" revenues from their current base.

That COMPQ continues to create new business opportunities especially with their small and medium business servers. Keep your eye on the Tandem consolidation. Their new product will capture more of the enterprise market. I like this agressive move by the management. This will help to continue to grow their revenues through 1998 and forward.

Good luck ...

EKS
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