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Technology Stocks : Novell looking up

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To: James Knowlton who wrote (9)3/4/1997 5:16:00 PM
From: B2   of 288
 
Jim, I agree. I had a heart to heart with my broker at Smith Barney today
and he agrees with you that NOVL has some good things going for it. Namely
lots of cash and low debt....but the street has become so EARNINGS driven
that price/book and low P/Es don't carry the same weight they used to.

But....is NOVL where smart money is? With CSCO, COMS, and MSFT competing
"basically" in the same market, I think there is more potential for profit
there. I hope NOVL turns around, for all of us!!!

I will not post anymore negative comments---out of respect for Mark!!
But will continue to monitor this thread and post anything I find out.

Good luck and good trading..
B
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