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

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To: Eric Hall who wrote (4976)11/20/1996 7:04:00 PM
From: david gray   of 42771
 
Dropping NOVL is a mistake.(or at least the wrong reason).
NT is nice - but it does not scale.

Novel is in place with large organizations and they will not leave it.
Some of these companies are going to NT - but only for the clients.
They are keeping Novel for the servers.

The only thing that can compete with Novel servers is UNIX, and clients are scared to go there.

Truthfully - I don't think NT and Novel are in direct competion.
similiar products/customer, but not the same.
The stock price is fluctuating only on rumors - long run it's a good buy.(I pray)

Just another opinion,
David.
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