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

To: Spartex who wrote (31002)	4/11/2000 2:13:00 AM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello Quad-K, I'm trying to finish reading for tonight, and hopefully going to get some sleep ... ;-) I thought this was interesting ... > * We lack confidence in the outlook for the "inside > world" which Novell's financial performance is dependent > upon. If Novell could be disaggreated into two companies > -- the inside and the outside -- the valuation would > arguably support a higher valuation. But with the near > term financial performance dependent on the "old" Novell > we do not find the risk/reward tradeoff attractive. I like this "disaggreated into two companies" alot! I would pick the split to be maybe even three ways ... you have the "appliance" group (ICS, Storage, etc.), the "platform" group (NetWare and NDS), and the "applications" group (Directory-enabled applications, groupware, etc.) I'm wondering if the folks at Paine Webber know something ... or are just trying to ask for the same changes that seem obvious from the outside? Scott C. Lemon

To: Spartex who wrote (31002)	4/11/2000 12:51:00 PM
From: PJ Strifas	Respond to of 42771

Hello Quad, I don't know if PaineWebber tracks NOVL but they annouced a NEUTRAL rating today. Here's what I received via email: Subject: Research Reevaluation Date: Tue, 11 Apr 2000 04:07:44 -0400 (EDT) From: elert@PaineWebber.COM Research Reevaluation--The following security(s) in your portfolio have received new ratings from PaineWebber's Research Department. ---------------------------------------------------------- Action: N/A Symbol: NOVL Security Desc: NOVELL INC Qty: XXXXX Closing Price: $22.50 Closing Mkt Val: $6,750.00 New Rating: Neutral Old Rating: N/A Rating Change Date: 04/10/2000 ---------------------------------------------------------- Regards, Peter J Strifas