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: Joe Antol who wrote (20093)	2/11/1998 11:00:00 AM
From: Paul Fiondella	Read Replies (1) of 42771

Caldera files amended complaint against MSFT interactive.wsj.com This is the DOS monopoly suit that Noorda filed against MSFT. It is civil anti-trust which focuses on anti-competitive practices. Caldera received permission to amend their complaint to include current Windows sales in computing MSFT market share. That would make it easier for them to portray MSFT as a monopoly. The fact that Noorda did not abandon this suit may come back to haunt MSFT. =================== OFF TOPIC (Asia) I have been watching AMAT (semi manufacturing equipment)and Asia. Their CEO is indicating a 20% drop in EPS for the Feb-Apr quarter. He says that new orders beyond that are heavily dependant upon what Japanese firms do in the fiscal year beginning in April. Hitachi has already given some indication. IT intends to reduce capital investment by some 28% in the fiscal year beginning April. That gives us some indication of the dimensions of the slowdown in Asia. Separately the Bank of Toyko---Mitsubishi, with some of the largest exposure in Indonesia has offered its debtors a SWAP. Without getting technical they are saying that they are willing to accept payment at roughly 2/3 of the value of current debt. Indonesian government utilities are current offering creditors 1/3 the value of current debt. We will see the impact of all of this in Japanese fiscal year end reports.

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