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 (20821)	3/7/1998 2:41:00 PM
From: Paul Fiondella	Read Replies (1) of 42771

Let David respond but The thing is Joe to buy CPQ on this dip you would have to be pretty sure they can recover in the short term and also believe you could get out on a short term bounce. Such a dramatic drop in revenues and the acquisition of DEC at the same time and with what is going on in the economy overall makes it sound like a somewhat longer term problem. Lower margins on lower box prices in a potential box slowdown?! With ORCL all we get now are statements from the CEO that it was a one time currency fluke. Are we getting that from CPQ? If you are building a long term position, as I think you are, then the question would be when does it cross over what you have have paid for it up to now? You have followed this stock for some time so perhaps you could enlighten us on the chart.

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