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: Spartex who wrote (22162)	5/21/1998 12:25:00 PM
From: ToySoldier	Read Replies (3) of 42771

My predictions as I stated on Yahoo is .02 above street or .06. My theory is that Schmidt is a very smart man and is playing MSFT Stock Promotion game very tactfully. He will downplay earnings to help keep the street expectations as low as possible and then he will do everything in his power to beat that number by a good percentage. It has been 100% over street two Quarters in a row (easy to be 50% when .01 and .02 is the street earnings). I feel that 100% might be too tough on .04 this time so he will at least try for 50%. So, .06 is my prediction. Let me go a prediction further. If he beats street estimates like I predict, he will make it known to as many as will listen (i.e. press release to Wall Stree, interview with CNBC, etc.) that although these earnings were good, NOVL still has a lot of work to do and not to be too optimistic yet! He will downplay the earnings for next Quarter again. The MSFT WAY! My two cents. Toy

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