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

To: ToySoldier who wrote (30760)	3/20/2000 1:39:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

Watching NOVL Today's chart doesn't look good. And tomorrow we have Greenspan. It now comes down to this --- will Greenspan raise 1/4 or raise 1/2. If he raises 1/4 will the Fed go to a neutral stance. In the event that the Fed raise 1/2 we get a massive correction in the stock market, followed by a worried look at whether the Fed is saying more is in store. This scenario is unlikely since Greenspan telegraphs his blows now pretty well. If we get 1/4 point and a neutral bias then NOVL may bottom out today or tomorrow and then rally back up over 30. If we get a Fed signal that another rate increase is coming at the next meeting then we get a subdued rally. Meanwhile the two other factors for NOVL. First general corporate profits for the quarter. Second Novells second quarter and BRainshare announcements of partnerships. NOVL is in the same pattern as prior quarters --- waiting for a revenue bounce. This quarter will tell the tale of Netware 5.1 revenues. I don't think Brainshare will produce any bombshells. The only one that could have an effect on the stock at this point would be a major partnership that contains explicit revenue assumptions. The analysts will be looking carefully at the directory based applications revenues for signs of meeting growth expectations. Short term: Buying opportunities in the 26-28 range. Brainshare: Slight bounce unless major announcement. Post Brainshare: Depends upon corporate earnings and expectations of whether Novell will meet or exceed revenue expectations for its quarter. Two-three weeks prior to earnings release: Bounce Then comes the wait for earnings.

To: ToySoldier who wrote (30760)	3/23/2000 7:19:00 AM
From: Frederick Smart	Respond to of 42771

Hello Toy..... >>Thanks Paul, I have all but stopped entering this board lately because of the recent and frequent tangents from what made this board so interesting in the past. Hopefully the topics will become more interesting soon. Cheers Folks! Toy>> Toy: Change doesn't come with sugar and honey and everything nice. I've always found, that you can always tell you are on the right road when you are taking more arrows. We are in a huge worldwide shift away from companies toward the power of communities and individuals. I don't see anyone focusing on the real issues. Take some arrows Toy. Unless of course you take this stuff personal. Peace. GO!!