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

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To: D Edwards who wrote (7595)2/4/1997 5:50:00 AM
From: Greg Granquist   of 42771
 
Dave,

Wow. I just read the IBD story.

"Borderware" sounds like it will steal thunder from the network computer cost of ownership concept of saving money/staff time by controlling employee internet access. And sounds more palatable because employees wouldn't need to relinquish their fully equipped PCs for NCs, and employers wouldn't need to replace the PCs.

I find it interesting that HP, although it's an obvious choice, because of the Young/Frankenberg history, was exemplified, and reaffirmed, as a partner. Is it a clue that this nexus is still strong and that Marengi, rather than an outsider, will be the final choice as CEO?

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