Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jack Whitley who wrote (27160)	6/13/1999 2:30:00 PM
From: Bosco	Respond to of 42771

G'day all - 1st, I don't own NOVL [yet,] although I hope to get some cheap shares if the general market tanks <g>. However, I doubt either ORCL or LU is likely [possible, yes, but probable, doubtful.] With regard to ORCL, PJ has given a good argument, but I take it from a slightly different angle. Since ORCL is larger than NOVL, therefore, Ellison will be the head honcho. Consequently, Dr Schmidt is the odd man out [also, Mr Lane is still around <g>] For LU, it is an entirely different set of problems. NOVL, especially of its NDS thrust, must remain a neutral partner with all the datanetworkers. If it takes the vow with LU, it can be seen as competitor in the eyes of CSCO, NT etc. best, Bosco