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: Jack Whitley who wrote (19017)	12/10/1997 8:14:00 AM
From: BP Ritchie	Read Replies (1) of 42771

Welcome back, Jack! ... Ascend & IP opportunity, applies to Novell too, maybe even better (in terms of technology). Probably the biggest opportunity for Networking Software there has ever been ... 'routing' functions on Intel boxes is Novell's to take right now ... there's almost no viable competition. This is one of the reasons that I thought an Intel/Novell merger would be a good deal for both companies ... the other substantial opportunity comes from the Wolf Mountain code. Imagine if these functions were 'embedded' in ROM on Intel Motherboards, or just chipsets available to all Motherboard designers.

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