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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: E_K_S who wrote (7295)1/23/1997 8:57:00 PM
From: Paul Fiondella   of 42771
 
Dear Eric, lets wait until the stock breaks 12 to consider what to do

We can't sell on the rumor because we really haven't had a run up to earnings yet so there is nothing to base the decision on. In the meantime you might want to consider what Novell looks like in terms of the numbers several quarters out from Q1 without revenue from anything but its enterprise core, that 40% of current revenue that Troop talked about.
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