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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Paul Fiondella who wrote (22199)5/21/1998 11:02:00 PM
From: Spartex  Read Replies (1) of 42771
 
Paul:

Well, I read the numbers and press release after the bell. Its what I expected, and just a tad more. Just finished listening to the conference call this evening (been cutting grass after work--life goes on ) and I must say, the conference call was extremely solid in my opinion, as this team of Novell management and engineers, along with marketing and sales is rebuilting Novell like a tank. The vision of Eric Schmidt and Stone is unprecedented in my opinion, and it appears very visible that they are moving into the networking software leadership once again. Paul, the revenues and sales will come, its not like making instant pudding (just add water). Be patient, buy cheap, and sit back and let Schmidt do the job that most here believe he will.

Hope you were equally impressed with the company's conference call. Obviously the analysts were hunting for forward guidance on earnings, but Schmidt was cautiously careful not to get into that game.

Regards,

QuadK
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