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 (23997)	10/21/1998 8:45:00 AM
From: Edward F. Horst Jr.	Read Replies (1) of 42771

I have great confidence in Eric, and have been an investor almost from the beginning of his tenure. One thing I try to do is assess Novell under his direction, looking forward. Many seem to have the tendency of pointing out what happened at Novell previously. No correlation in my mind, and Eric's results have reinforced my confidence. I'm confident that Novell will stay on top of the Lucent, and similar opportunities, to gain market and mind share. Sometimes in such a competitive situation where Novell has been competing with a phantom product, it is necessary for the two competing technologies to be graded by how they actually perform in the enterprise. Having a Cisco, for example, blink or have to reverse course due to pressures from their customers and sales force, is much more powerful than anything Novell could do or say. If NT scales, fine, the buyers have two excellent choices. That's what the free marketplace is supposed to be about, right!

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