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Strategies & Market Trends : Three Amigos Stock Thread

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To: Sergio H who wrote (14416)	3/13/1999 10:20:00 AM
From: Phil Jacobson	Read Replies (1) of 29382

NOVL: Great view of upside factors driving the stock in the below post. Downside is mostly technical, but could also rightfully include the fact that their marketing is still relatively weak (ability to communicate value of internet directory services and breaking apart the MSFT mindshare). But that's a big focus, and is being fixed rapidly. From 3/22 to 3/26 there is a great show in SLC that Novell puts on called Brainshare where a whole raft of new products and partnerships are announced and demonstrated to Novell's VAR and systems integrator channel partners. Internet apps will be the big story this year. Stock could take off just prior to and during the show. If anyone here happens to be going there...PM me, I'll be running a demo. Would enjoy getting together. Message 8297631

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