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

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To: Kenneth E. De Paul who wrote (4546)11/4/1996 6:53:00 PM
From: Joe Antol   of 42771
 
>>I do not see any intrinsic value to be bot,either.Any ideas here?<<

Sometime in 1995 it was suggested that a price of oh....$28 was in
offing for Novell. Prior to the Lotus deal.

The value was in obtaining an "instant" installed base/channel of
55M.

Priorities have shifted, and the company has it's own NW infrastructure
offerings. However.....

The number of outstanding shares in NOVL is a significant deterrent.

There are so many variables surrounding this type of deal.

If this seems cryptic, it is intentional. Draw what conclusions you will.
Time will tell.

Joe <my account, my time, my opinions>
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