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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: vibaby who wrote (27154)	6/10/1999 10:12:00 PM
From: PJ Strifas	Read Replies (4) \| Respond to of 42771

yes....a union between Novell and Oracle would be nice, it would create this: A company that can offer the products needed to create a complete e-commerce platform from directory services to data warehousing. Novell is the best company for connecting resources while Oracle makes the best software for storing information. A perfect union? maybe.... but what do you do with Larry Ellison?? You can't have a 2-headed beast right? I mean Dr. Schmidt is one reason that makes Novell so ATTRACTIVE as a take over. Having to choose between the 2 would make this deal somewhat of a stretch. Here's some thoughts: Novell's perfect partner would be a telecom player (Lucent, Nortel, Cisco). This is were their software would really SHINE. IMHO, Lucent+Novell would be a combination that would turn the world inside out. Their combined knowledge of networking would be unmatched. Infusing NDS into Lucent's products (as they are doing NOW) would be a tremendous coup for Novell. Watch this.... There are many combinations :) Peter J Strifas