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

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To: Tony M. who wrote (8832)3/4/1997 8:06:00 PM
From: Joe Antol   of 42771
 
Tony M. I Got it! What you were looking for Oracle (Ellison):

SEE THE PART I *'d OFF..............Joe
=====================================================================
To: Joe Antol (7381 )
From: Thanh Pham
Jan 28 1997 6:19PM EST
Reply #7382 of 8903

Oracle's Ellison tells it like it is

By Don Tennant
InfoWorld Electric

HONG KONG -- Oracle Chairman and CEO Larry Ellison is leading the company's
executive
management team on a whirlwind six-day tour of Asia to promote Oracle's network
computer
initiative.

Following a visit to Beijing, where he met with Chinese Premier Li Peng, Ellison on
Thursday came to
Hong Kong to attend the Oracle OpenWorld conference here. During his brief stay, he
took time out
for a characteristically candid and in-depth interview.


<snip to save some bandwith - you can always go back to the post>

*********************************************************************
InfoWorld: Would you buy Novell if the price was right?

Ellison: Sure, I'd buy anything if the price was right.

InfoWorld: Can you conceive of a realistic scenario in which you would acquire
Novell?

Ellison: What's Novell selling for, about $3 billion right now? It would have to be
considerably lower
than it is now for us to buy them.

InfoWorld: It sounds like you see Novell as a company with good technology that you
wouldn't mind
having.

Ellison: I think it's a company with good business, with not such good technology -- a
lot of
customers, but not such good technology. Maybe if we were to substitute, let's say,
our NC Server
technology for the Novell technology.

But by and large I think that's yesterday's news. It's very difficult to resurrect that -- I
think we're
probably better off just starting new with our NC Server, which is Posix-compliant and
very Unixlike
and easier to install and much more powerful. It's an application server as well as a
print server and
disk server, so it has a lot more capabilities than the Novell product.

But if the price gets low enough, sure, you buy anything.
**********************************************************************

<another snip. This is a loooonnnng article>



Don Tennant is editor of Computerworld Hong Kong, an InfoWorld sister publication.

Please direct your comments to InfoWorld Electric News Editor Dana Gardner.

Copyright c 1996 InfoWorld Publishing Company
=====================================================================

Joe...
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