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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Exacctnt who wrote (44175)	5/2/2000 11:41:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 74651

It's the whole freakin' software industry hitting the fan. One day you just wake up and your business model doesn't fit the world anymore. --- Arranged electron licenses just don't give the customer enough of a value add these days. --- It's a service driven network. It's a REALLY good time to be a Unix system administrator. -JCJ

To: Exacctnt who wrote (44175)	5/3/2000 10:01:00 AM
From: rudedog	Read Replies (1) \| Respond to of 74651

I traded NOVL twice last year - the first time, held for almost 6 months and sold for no gain, the second time held for about 4 months and got a nice pickup. Glad I am not in it now. I think NOVL has misfired on their goal of reinventing themselves and are still too tied to their base OS business. Perhaps Toy can give us some insight into whether NOVL is a buy at these levels. My last sale was at 37. NOVL is currently about 11 and looks to be heading for single digits on HEAVY volume.