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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Joe Antol who wrote (5725)12/10/1996 7:34:00 PM
From: Paul Fiondella   of 42771
 
Gates picture is much too rosy

Notice the jab at JAVA.
However if I were at SUNW or Oracle I would be planning more than a quarter in advance or thinking it will all just go away. I give Gates credit for teligraphing all of his blows in spades.

I don't give SUNW much credit for its attitude toward the PC industry and failure with AAPL.

Shorted MSFT at 84 3/8. Had to declare that because of the full disclosure rules we have applied on this thread to Jim. Bought more NOVL today.

Joe we ought to be pretty close on current NOVL holdings!
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