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

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To: Kenneth E. De Paul who wrote (7647)2/6/1997 6:31:00 AM
From: Gene Litt   of 42771
 
1)Intranet growing slower 2)Foreign sales major focus
1)there's no doubt that companies don't revamp and rollout new network infrastructures/applications overnight, so his comments are at least accurate/sensible (not counting ISPs, that is).
2)foreign sales (esp. asia/pacific) is where the major market growth is coming from over the next few years, so this focus is also good news!

now if only he wasn't a salesman...so maybe revenue growth (esp. US) were a tad below expectations...s**t! his remarks still don't bother me. in fact, he looks look like a shoe-in at this point...start warming up to him folks!

besides, all this good press lately is starting to make me feel warm + fuzzy...forrester positve (you gotta pay to play)... sunw+ibm+nscp+novl...bundling with orcl...java(oooooo!!!)
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