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

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To: Joe Antol who wrote (5020)11/19/1996 7:51:00 PM
From: E_K_S   of 42771
 
Hi Joe: Maybe IBM has already completed this analysis. Leo - go through the thread (all 5000 entries) as you will see many of these questions debated. I believe upon final analysis and we all have stated this before is MANAGEMENT.

Look, as Joe will concurr; Our window of opportunity is shrinking. There is no real magic bullet for Novell other than for them to utilize their current assets and human resource talent, forge more alliances and develop additional revenue streams for the future.

IMO, a merger with IBM would help in all these accounts but Novell could also do this alone with new forward looking, visionary management.

Joe - I sound like a broken record but the opportunity is still there but our expectations for 20% compounded growth may now be too high.

Looking forward to November 26's earnings announcement.

EKS
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