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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Chuck Williams who wrote (76405)	5/2/2001 8:02:33 PM
From: t2	Respond to of 99985

Chuck, I was actually thinking the same thing and edited one of posts to delete those comments. Nobody buys Netware anymore. Agree, takeover is the only hope but I don't believe many are considering it...unless maybe they have nothing to do with Windows..maybe some company like a Sun Microsystems; don't know what use a SUNW could have for Novell. I don't think IBM has anything to gain by buying.. However, a rising market can lift Novell as well. It seems the regular Nasdaq names are the ones taking charge. Midcap/large cap and the internets. It is the former high growers that are leading the way, JNPR, BRCD, NTAP, types...along with the usual big caps. Value stocks in the Nasdaq does not seem to be the buying theme of late. When one wants to get defensive, that may be time to buy those names. Right now it is "offense" over "defense". BTW--NOVL as part of some diversification in the Nasdaq is not bad. I have a few names like that as well as a bit of a hedge. That was what A.S. was talking about earlier..from what I recall.

To: Chuck Williams who wrote (76405)	5/2/2001 8:08:26 PM
From: FrozenZ	Read Replies (2) \| Respond to of 99985

AS trades on momentum so novl being fundamentally unsound is of no consequence to him. It is interesting to me... AS's pumping is rather like someone in 1930 telling everyone to jump into the market and play the momentum game and ignore p/e's and the economy. It seems offensive to many people not only because most people that did that over the past year have now lost most of their money, but because he's offering no fundamental reasons other than, "hey it's going up, jump on it." Meanwhile the actual news today was, "Industrial activity has continued to weaken, with orders and production having fallen in many districts." -Fed Beige Book