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

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

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To: Paul Fiondella who wrote (9003)	3/6/1997 2:04:00 PM
From: Reginald Middleton	of 42771

I noticed that everybody onthis thread repeatedely states that NOVL will lose the low end of the server business. Forgive me for my ignorance, (if that is truly the case), but isn't MSFT headed for the higher end, higher margin side of the server market as well. NT 5.0 due out in less than a calendar year will feature 64 bit capability and should (again) shatter price/performance barriers when married to INTC's Merced RISC/(w. CISC on chip emulation) architecture. This porteds doom for NOVL if they don't up the ante from a technology and marketing perspective in the short term and for all relevent markets, not just the low end server arena in the intermediate term.

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