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

To: sepku who wrote (29838)	1/6/2000 11:23:00 PM
From: P. Ramamoorthy	Respond to of 42771

Blue light special? NOVL must thank the market for the current price. Ram

To: sepku who wrote (29838)	1/7/2000 8:45:00 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

LU's warning I think is more indicative of Nortel, Cisco et al than the network software companies. I do think that given Novell's Conference call in December the numbers for this quarter are in line with estimates. If that's the case and Novell comes in with good numbers (ie, hits the estimate) we could see some movement into Novell. These past few days I keep hearing "people are taking tech gains from 1999 and moving them into value positions" from every channel I watch (CNNfn, CNBC, Bloomberg etc). If that's the case, money will find it's way into Novell. Even at these prices, the value equation makes alot of sense. Regards, Peter J Strifas