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

To: Yogizuna who wrote (31798)	5/22/2000 2:02:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

NO that isn't the way to read my note Of course they are under pressure, but that doesn't mean anything. Tomorrow is a major Conference Call and Troop simply want it to go smoothly. =========== Eric speaks for the company and he will knock your socks off tomorrow.

To: Yogizuna who wrote (31798)	5/22/2000 2:15:00 PM
From: Paul Fiondella	Respond to of 42771

Full Disclosure My current position is one of hold, but I'm on the verge of going long by buying Calls. That means I see NOVL as so oversold and undervalued for its technology and prospects that I am only waiting to hear something good tomorrow to go longer than I am. Remember I sat through the last collapse of this stock. At that time we didn't even have native IP. A year ago we didn't have the internet infrastructure tools that we have today. And today we have DirCommerce, DirXML, and plenty of in-the-flow products coming out of Drew's group. This is not the same situation at 1996. Eric did a great deal to make Novell a stronger company. This ridiculous stock price does not reflect even the book value of Novell's technology. And let me tell you that if these guys actually ever do start looking for a partner to help them through this period, then the Bears are going to look really dumb because they panicked at the bottom. Been there, done that!!!