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

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To: Alomex who wrote (25510)2/18/1999 4:08:00 PM
From: Loring  Read Replies (2) of 42771
 
I agree that new users with "free" WinNT is a tough battle. But what about the 50 million installed NOVL-users base? Might that have some positives to it?

Have you checked out Modesto...NOVL + Intel Merced = Modesto? Another plus might be all the alliances that NOVL has built for NDS with LU, CISCO, Nortel? Another might be all the versions of NDS that are already out -- NDS for NT, for Solaris, for Linux, for you-name-it? One last argument, the leading P/E is around 30.

Do I have your interest yet?
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