Novell (NOVL) dirt cheap, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe Antol who wrote (8680)	2/27/1997 9:08:00 PM
From: Paul Fiondella	of 42771

A few other figures from the conference call They didn't anticipate the $17 million decline in Europe and Japan. They had a $78 million positive cash flow. They plan some firewall service integrated with NDS, virtual private networks, proxy caching, a Jefferson Beta in April, and automated app distribution in Managewise. This was a flat quarter with the same fundamental problems still in place. The company really needs to be sold. If the large institutional investors don't start putting pressure on the BOD to do just that then they can just write off their entire investment in Novell. I think the cost of taking over the company is greatly reduced. If I were IBM, I'd go for it. Merging NDS in the enterprise with NT in the Department is something IBM could do, that Novell cannot do. It would make sense for IBM because otherwise they will eventually have to surrender software control in the enterprise to MSFT. They could sell Groupwise and I'm sure they would like that Silicon Valley real estate.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next