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: ToySoldier who wrote (22840)	6/22/1998 2:05:00 PM
From: Ghassan I. Ghandour	Read Replies (2) of 42771

Toy - I understand your position very well, I think, and agree with many things you said. In fact, your post on the Y2K compliance of NW5 as the basis of your bullishness was the first positive post I ever saw convincing about NOVL (I have always been a believer in the goo Dr. mind you). You also cited some good reason to believe Novell's marketing is improving, somewhat. The only thing left for me to be a full fleged believer is to see revenue improvement in an upcoming earnings report (and as Erick S. would stress, an improvement in FF-cash flow from operations -- the same goes for INPR). So, I agree with your forcast about the stock's performance up until the earnings. After that, well, the earnings will tell the tale as Joe used to say. I know very well though that the expectation (the waiting for) NW5 may put pressure on the earnings, this coming one, but there should be a way to read between the lines (for instance, I would like to see how the newly released products are doing etc...). And Quad - Nice move on VLSI today. It is good to see one depressed semi acting well for a change. Ghassan.

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