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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Don Earl who wrote (21109)3/15/1998 3:34:00 AM
From: TTOSBT  Read Replies (1) of 42771
 
Thanks Don.

I guess you got a handle on the situation. I am going strictly on gut feeling. But like you said in another message who will win between Microsoft and Novell? IBM! Well how will they, they would need one of the others product. I don't think they will get it from Microsoft. So Novell seems the logical choice for IBM and the internet. And like you said management at Novell hasn't a clue but IBM does. IBM been beefing up their stock price with their own cash. Once their mainframe business goes away where will they get new cash from? The service revenue will go with it the mainframe. They need new vast avenues to generate it. They once wanted Novell bad enough to offer them top dollar ($27per share I think) at one time. But like you said Novell management never had a clue on what the right decision was. I think Novell has too much influence from managers outside the company. That's where their hands are tied. I don't know how but IBM will get Novell. The question is at what price? and when?

I see CFO leaving a company as a big big major negative. Don't care how slow a stock moves this is one of those things that make any stock move swiftly. Especially in light of a law suit. Since that didn't happen to Novell yet I view that as a strange positive. I think their is more than just the future earnings prospects of internet for Novell. Bears are staying away and bulls are staying put possibly arbatraugers playing the stock now.

But like I starting out saying I'm nobody and nobody knows nothing. I just like to speculate. For what it's worth I was playing with May 10 calls but sold them all off Friday when I read that brief in the law suit. Just too negative looking for me.

ttosbt
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