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: Spartex who wrote (24316)	11/18/1998 11:46:00 AM
From: Frederick Smart	Read Replies (2) of 42771

Stay Humble Everyone...... This looks like the "lift off" we've all been waiting for, BUT...... Novell has a pernicious way of playing games with the minds of longs.... We've all been tested before. Stare the beast in the eye and don't back down. For those who don't like these ballsy times, the Microsoft CRUSH spread looks like a longer term winner. That, combined with selling out of the money Novell calls and using the proceeds to buy out of money MSFT puts. My guess is that the SP Indexers are going to get stung BIGTIME on this for there's a growing body of evidence they've been overweighting MSFT slightly to their hearts content. So the MSFT CRUSH goes well beyond Novell. The smart guys will eventually jump on board this train and begin the process of squeezing as much juice out of the Microsoft Windows legacy players as they can - putting ALL their proceeds into Internet Wave 2 companies. This will be a fun story to watch unfold. Enjoy the ride everyone..... Feel the FORCE Novell!

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