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 (20108)	2/12/1998 12:31:00 PM
From: Joe Antol	Read Replies (1) of 42771

Re: WSJ/CPQ, I'm way ahead of you <g>. I know exactly what it says and is the numero uno hot topic of the day on the CPQ board <g>. Frankly, this article, as well as the last article by Lisa Goldbaum (remember her?) from Barron's online about "Quirky Oracle", can be looked at a two ways. 1. They're wrong on the money, and the small fry like us will get squeezed out on a panic sell, while the big boys lick their chops waiting for the "expected" and then "nail" it for a couple of bucks less (in both stocks cases) or 2. They're correct (remember the guy in WSJ didn't say it "DID" mask sales, but "COULD" mask sales (words can be played with a lot of ways <g>). I do have faith in CPQ as a long-term investment (and have), and I'll buy more on this dip. Oracle? Well, I'm not so sure about them ....Joe

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