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

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To: Elmo Gregory who wrote (21332)3/22/1998 10:51:00 AM
From: Don Earl  Read Replies (1) of 42771
 
Hi Elmo,

Interesting site. I generally shy away from computer generated analysis because it can't factor in current events, but that one is better than some I've seen. I'd probably put the risk factor higher, give it an extra dollar for value and say the short term upside potential has gone random. Otherwise, pretty close. I was just starting to have fun when it told me I only get 3 tries per day.

I've been watching what IBM is doing lately. As close as I can tell they pretty much have competing products straight across the board. Their recent moves look to me as if they are ready to make a hard push into Novells market share. The strong arm tactics they appear to be using to shift the Lotus customers away from NetWare to an IBM solution, makes their intentions fairly clear. A little too radical for customer satisfaction though.

Novell is starting to look like a piece of meat right in the middle of two very big dogs.

Regards,

Don
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