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

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To: Paul Fiondella who wrote (25791)3/5/1999 1:34:00 PM
From: EPS  Read Replies (1) of 42771
 
To: +Arrow Hd. (176 )
From: +JAG2
Monday, Jan 11 1999 9:37PM ET
Reply # of 206

HNV + XCIT = IBM

If HNV is going to handle distribution fullfillment for XCIT,
(per HNV press release), and if XCIT is in a partnership with IBM,
(per todays news), won't that help HNV.

What do you think?

JAG
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To: +Teddy Harton (3844 )
From: +JAG2
Tuesday, Jul 7 1998 3:34AM ET
Reply # of 5021

Did Zuccos Leave Lucent to prepare SHVA for a Lucent Buyout??

Did Zuccos leave Lucent to prepare Lucent to purchase Shva.
Maybe he is sizing up the company and getting it prepared
to a sell to Lucent.

Lucent said they may buy a smaller Frame-Relay company.
Could Shva be it.

SOUNDS POSSIBLE
==============================================
To: +Craig Schilling (3530 )
From: +JAG2
Tuesday, Apr 28 1998 11:26PM ET
Reply # of 5021

LUCENT - MAY PURCHASE FRAME RELAY (SHVA????)

Has anyone read the news from LUCENT (LU) dated APRIL 27 (16:59).
After announcing their acquisition of YURIE Systems, they said:

"may want to pursue a future deal in the FRAME RELAY ARENA.
You could expect either an internal development or ACQUISITION in this space IN
THE TIME TO COME"....said Bill O'Shea, President of Lucent.

Sounds like their NEXT ACQUISTION will be a FRAME RELAY company.
SHVA is the perfect candidate. I think this is why the stock is moving up.

What do you out their in NET land think ???
==============================================================
To: +Judy Muldawer (156 )
From: +JAG2
Sunday, Dec 27 1998 11:01AM ET
Reply # of 206

Internet Buy-Out Candidate "HNV"

Maybe a buy-out is coming. When you think of it, any
Internet Company that wanted to sale Catalogue items on-line,
would have INSTANT product & distribution channels by
acquiring HNV. And HNV is cheap here.

JAG
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