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

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To: PJ Strifas who wrote (27089)6/2/1999 7:38:00 AM
From: EPS  Read Replies (3) of 42771
 
I think it should be easy for a good creative agency around here to make a terrific add campaign based on the Boston Globe article theme.
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Smart:

I was reading the YAHOO thread last nite. There is a *KOOLBREEZE* guy who has a crafty theory which claims that NOVL is trying to *hide* earnings thru the selling of COREL and SANTA CRUZ stock at a loss. I have not followed his claims in detail and I don't know if the selling has been accelerating in the last few quarters........

The Morgan Stanley guy, yes yes the one who was pounding the table when NOVL was @ 25 with a 12 month target of 30, looks better than ever <gggggggggggggg>

All the evidence points to:

a) if anything earnings will continue to surprise to the upside

b) SMART catching appliances could be a key revenue item for an upside earning surprise this year. But so far this is speculation.. Is Agranovich, who has a target of 40, the only one who is betting on this..?

Victor
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