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

To: Captain Jack who wrote (31978)	5/25/2000 12:02:00 PM
From: Captain Jack	Respond to of 42771

MAY 25, 2000, M2 Communications - Novell Inc has introduced Internet Messaging System 2.5, the latest version of its hosted messaging service. Built on Novell's NDS eDirectory directory service the new system is designed to help service providers offer fast and reliable hosted e-mail accounts to partners, vendors and customers. Version 2.5 supports the NetWare, Linux and Solaris operating systems with an ability to install the messaging service on any or all of the supported platforms. Other enhancements include support for server-side messaging rules to simplify the handling of e-mail messages regardless of the client that is used and a list server capable of accommodating millions of subscribers. Novell Internet Messaging System 2.5 will be available after 15 June priced at USD20/user.

To: Captain Jack who wrote (31978)	5/25/2000 2:46:00 PM
From: Don Troppmann	Read Replies (1) \| Respond to of 42771

Captain: It's important to be accurate....We were discussing the T tracking stock AWE. You referenced its performance by reference to T itself. AWE is off its IPO by about 20% in a tech market that has been very severe. Then you said T is not considered by "anyone" to be a tech or communications holding. What???? Captain reading thru your commentaries it seems you bought NOVL near its high or at least in the mid 30's and you are very angry and seem to feel betrayed. ie... its more than just an investment. While few on this board are pleased with NOVL's management you attack constantly with vengance. I'm curious as to what you saw in NOVL that moved you to invest initially? Was it the management? The technology? Perhaps the size of the market opportunity? Maybe value? Or fundamentals? Or technicals? Tea leaves? A bartender? A story in a business publication? Old Gilder newsletter? And what is the difference between now and when you initially invested? Just trying to be helpful. Don T.