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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Paul Fiondella who wrote (24785)12/28/1998 8:59:00 AM
From: EPS  Read Replies (3) of 42771
 
Thanks very much, quite well*

I think that probably everything that could be said this year about NOVL has been said in this thread. Since you asked I should tell you that I have done extremely well with NOVL this year. I have no idea about you, but I hope that at least you did OK.

Whether you admit it or not it should be clear to all here that you were wrong and I was right in our discussions about the prospects of NOVL this year. The record is public for all to see. (I'm also on record with my views about other investments you heralded here like Gold and other metals.)

I think the prospects for NOVL look very good, much better than at any other time in the last 4-5 years. Whatever else NOVL is coming out of major restructuring stronger and with renewed focus and purpose. I know that you have criticized NOVL in the past and you will continue to do so. (But then again you have criticized almost anything else in the world (except Gates and Dwight!)). Fair enough, we need a strong dose of bearishness here. Just keep the level of the discussion high that is all we ask.

Victor
I'm out of almost all my Jan positions. I still own 15 Jan 20 calls. As Yogi Berra used to say: it ain't over till the fat lady sings.
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