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

To: Don Hurst who wrote (28903)	11/11/1999 7:57:00 PM
From: P314159d	Respond to of 42771

Hi Don, I'm new here as of this past week and again today I like the bottom if we hold 16.25 and todays bounce off of 17 smells of the type slamming that you allude to. Shakeout is complete. Over 5 million shares bought after the move to 17. Add that to the accumulation from the 16 to 22 move. NOVL should have room to move into positive ground for the year 25-26 year end. Without a qtrly miss of course. New highs within reach by Q1. Now if we break support and more anal retentives jump on the sell side, I'll admit the big oops! Good luck to ya.

To: Don Hurst who wrote (28903)	11/12/1999 9:16:00 AM
From: EPS	Read Replies (2) \| Respond to of 42771

Hi Don and Paul, Bank America Analyst: While he gets it right the perceived problems are really hard to quantify right now..So that was a pretty gutsy call to make given that probably good earnings are due soon and COMDEX and new products are coming to market..and the bad marketing guys are being fired..I would like to hear from the Morgan Stanley guy.. IMHO marketing here has to with pricing the right stuff right. NOVL now has enough products and services to play with... It needs to make sure that: a) all NOVL shops that are thinking to move to win2k get offers to upgrade that THEY CAN'T REFUSE, b) go after new clients with gusto, specially those that are thinking about win2k only because of pricing considerations. IMHO what is most lacking here is strategic marketing ( young Bill Gates' forte) make the stuff easier to use for example. Target products aimed at the the undecided win2k possible market and be prepared to loose money in the short run to stop bleeding new business to win2k. Example: I cannot understand why NOVLs university sales a re stronger in Europe than in the US: is this right? Any explanations? And of course most aggressive of it all is to blanket the market with NDS..This is where I would put good marketing money to work for me.. The one thing nice about the new appliance business is that NOVL is NOT involved in the marketing! I would also have a separate INTERNET division in Silicon Valley.. Regards Victor