Jean, opinion from usenet.......
====================================================
Edward Han Kim (ehk1@acpub.duke.edu) wrote:
: Does anyone have any projections on Novell's second quarter which
: ends tommorrow? I know earnings wise it won't be good, but what about
: product sales? How well is Netware 4.1, Groupwise, and Managewise doing in
: the market? What about NEST, NCS, or all this talk about the internet and
: Novell embracing Java? If you have any info on these subjects I would
<snip!>
: dismal stock performance. Is it undervalued? Why do you think so? Finally,
: are the takeover possibilities only a distant dream for Novell?
Today's Barron's has an interview with Carl Lawrence, the founder and
president of Warwick Capital Mgt. Novell is one of his picks of
undervalued tech stocks. He says, in part, "...Novell has a new, highly
capable management now, and they are coming up with products in the area
Novell should have been focusing on all this time, instead of going off
into a dozen different directions. ...I think the company is on the
verge of becoming the dominant networking company again."
As far as the takeover "dream" goes, I don't share it. Not that I have
anything against making a quick buck, but it definitely limits your
upside potential. If they stay independent, they have the potential to
pass USRX in share price. That will never happen on a takeover. No,
this company is for the long haul! No way should they be being
outperformed by stocks like USRX and SUNW, not with the technology they
have!
-- Paul. (flint@io.org)
... partisan stockholder and gear-head ...
======================================================
Joe..... |
