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: Don Earl who wrote (19598)	1/15/1998 9:58:00 AM
From: Joe Antol	Read Replies (2) of 42771

Hi Don: My take on the Novonyx thing (and let me say completely my ... opinion and unsubstantiated), is that there was and has been some kind of "disconnect" with this deal. I know some of the people that moved over to Novonyx from Novell when it happened, and I was surprised when they did go. As you know from this board, it never has been made (completely) <sic> clear what the contribution of Novonyx would be to Novell other than the implication that it's (Novonyx) presence would aid in selling Novell product. At least that's how I saw it. I think (again IMO), that this move is taking care of a "problem" and not seizing "some kind of" opportunity. Netscape is in big hurts right now. If NOVL owns their stock, (I don't know), then NOVL's investment record is consistent with what they have with COSFF.

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