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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: Pruguy who wrote (25374)2/11/1999 12:42:00 AM
From: Frederick Smart  Read Replies (1) of 42771
 
>>At the GS conference it was noted that 50% of those surveyed intended to buy nt2000....I presume this survey was of large companies...>>

At this stage in the game, the glass is half full.

If you know anything the complete turnaround and amazing technology edge they have right now - this has incredibly bullish implications for Novell longer term.

50% is a whallopping hedge-your-bet number. It tells me that half the world is looking beyond Microsoft for their enterprise solutions going forward.

I expect this number to steadily decline as the days and months go on as the world shift into high gear - in internet-time - for server-centric apps to solve their problems. I really could care less about my fat PC. The world is fast getting the same message.

Bandwidth rules......
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