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To: Daniel Mack who wrote (13314)10/11/1999 12:10:00 AM
From: Jane4IceCream  Read Replies (1) | Respond to of 57584
 
Thanks for the lovely comments!

My opinion regarding NOVL (and I have followed the company over the past 4 years) is the weakness in the price stemming from Christopher Stones leaving the company recently as well as the rumour mill churning again that others as well as Dr. Schmidt have been recently tempted.

I really dont understand why the share price has dipped back to this level with the new products and new focus on the Internet but MSFT could also be readying to take more market share away with their upcoming unveilings.

I also feel NOVL's inability to find a better use for the 1 billion dollars or so in cash might be a worry to some.

All in all I like this company, the direction its now taking, and the current share price is tempting but I also wonder how much its rocky past still holds a certain stigma with investors and Wall Street.

I wouldnt hesitate to hold some NOVL shares presently for a position trade if it werent for the fact there are better investments out there currently for my dollar.

My long holds are NXTL, VSTR, GBLX, MFNX, QWST, AIRO, CS.

And of course I still daytrade the usual momo's.

Best to you!

Jane