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

To: Spartex who wrote (28197)	9/21/1999 9:15:00 AM
From: Spartex	Read Replies (1) \| Respond to of 42771

Have some large institutional fund holders of NOVL been pressuring the NOVL Board to sell the company...maybe the same ones who also voted to remove the "poison pill"? Could this be why we've recently heard that NOVL's "poison pill" defense remains in place? Is there a massive portfolio holding that the institutional funds now want to protect, as they finally perceive that NOVL is evolving into a real threat with its new cutting edge products? Why haven't the analysts of ML and MS (Merrill Lynch, Morgan Stanley), who have funds holding significant positions in NOVL, issued updates and upgrades on NOVL, especially from this beaten up price level? What company would have an interest in seeing NOVL's focused thrust get dissipated by getting them engaged in defending against a hostile buyout effort? What company, indeed! Hmmm...NOVL, keep the "poison pill" in place!