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

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To: Don Earl who wrote (20089)2/11/1998 9:38:00 AM
From: Joe Antol  Read Replies (2) of 42771
 
Hi Don: **OTOT** Oh yea', oh yea', trust me <g> I am well aware of the
uh...sentiment <?> regarding ORCL. And believe me I am NOT enamored
with ORCL. I bought the dip, avg'd down, and got lucky. I did NOT
expect a spike like that, that quick. As a matter of fact, like I had
said before, I look to exit at 31, as opposed to waiting for a falling
knife like some of those folk on that board (looking for 40'is type
numbers). No, I think they've got some of the same problems e.g.,
with MSFT that NOVL has had. Anyway, I know the short interest, and
yesterday was the first sign of "struggling" -- down in a very, very
bullish market. I don't feel that way about CPQ though <g>. I count
them as a "core holding" now <laugh>. Regards, Joe...<2/24 forward
statments made by NOVL will be more important than the #'s, IMO...>
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