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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: codawg who wrote (25703)	7/8/1999 11:12:00 AM
From: Spartex	Read Replies (1) \| Respond to of 74651

codawg, << Novell is a company that performed so poorly the stock price was quartered in value from around $32 in 94 to $8 in 97. It is definitely an accomplishment to recover from this type of disaster and NOVLs new managment should be proud. However, it is not the same as powering ahead over a 15 year period with continued earnings, revenue, and cash increases continually beating increased market expectations as MSFT has. There is no comparison between the two companies or stocks - MSFT is clearly the gorilla.>> Good points, and many kudos to MSFT for their past 15 years of success. I look for value and turnaround power (increasing revenues, product pipeline, and solid management and vision-- CEO Eric Schmidt of NOVL)and thats why I was buying NOVL end of 1997 into early 1998. I'm looking to maximize my gains. NOVL's market cap is around 10 billion, revenues around $1.3 billion. I anticipate both of these to ramp up strongly over the upcoming 2-3 years under Schmidt's leadership. NOVL has lots of upside room to climb (grow) assuming Schmidt continues to execute his NDS and ZEN product line going forward. I think Toy's point relates more to what would you do with your extra cash now, in 1999, or the past year. I anticipate an exciting conclusion to 1999 for Novell, but of course just one man's humble opinion. Who knows, NOVL could see $100/share+ in the next 2 years, and become the turnaround tech stock of the new millennium. =;-) Quite a feat indeed! Regards, QuadK