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

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To: PJ Strifas who wrote (26599)4/9/1999 4:51:00 PM
From: Loring  Read Replies (2) of 42771
 
CPQ is warning Q1 will be considerably short of estimates. More importantly, CNBC says CPQ will announce its new ERP strategy later next week. Any speculation how NOVL might enter into that strategy, given the announcement pre-Brainshare that CPQ and NOVL are up to something? Might there be something more than just another NDS alliance?
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