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: Paul Fiondella who wrote (19084)	12/13/1997 2:27:00 PM
From: Joe Antol	Read Replies (1) of 42771

Sounds real good Paul. I'm going to watch it very closely this time though... Street (as well as) Industry "perception" is still "cautious" as far as I can see (@IBM). What might make me rethink the entire thing would be if I saw some more personnel "actions", if you know what I mean, and some similar statements towards cutbacks in spending w/r/t real estate. Your concern about Asia is well-founded too IMO (and this puts "additional" pressure on Novell). The blue-chip techs are getting creamed (gagggg <g>), and "they" have the "focus" (but it still is hurting them). Novell is fighting on two fronts right now. So: The timing regarding Asia IMO is about correct also (I figure the next 3 months will be rocky for the entire sector), but most of the analysts say the US is in very good shape, and after that "hopefully" all of this will be behind us and we'll see an entire market upswing by then. We'll see. Thanks for the update. Regards, Joe...<I'm still looking for sub-7>

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