Novell (NOVL) dirt cheap, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Fiondella who wrote (22233)	5/22/1998 1:44:00 PM
From: Bob Howarth	Read Replies (1) of 42771

There is no gimmick possible to hide a product transition. If customers hold back for Netware 5, but the orders are in for the 4'th quarter, then things will be fine (unless you are day trading). I listened to call (so long!!!!) and noticed that most analysts don't sound very enthusiatic about NOVL. I was surprised that NOVL could not supply more precise numbers on exactly what they are selling, as reflected in the 'We don't know' answers to some of the questions. I guess that if Justice Department stays on track with MSFT (the 200+ days requested by MSFT just happen to allow NT5 release to happen first), Netware 5 gets released, CEO/CIO perception problem gets fixed for major account sales, and NDS really does spawn all kinds of wondeful tools, then NOVL will emerge as a great stock. Sure is a lot to do!!!! Good luck to fellow longs.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next