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

To: Alphonse Viazzo who wrote (18559)	11/19/1997 12:48:00 AM
From: Steve Fancy	Respond to of 42771

>>The company is a monument to failure, nepotism, narcissism and mediocrity. Novell once had it all. Now all it has is its legacy. The company is corrupt and adulterated from within--an apathetic board, indifferent management and a distorted arrogance of self-importance.<< Alphonse, you have always had a way with words...the above statement really sums up hundreds of my posts. There were many quotable statements and the document is definately a keeper. I think you referenced Young as COB though...I believe Schmidt is COB, Young is Vice-COB, FWIW. New investors beware. sf

To: Alphonse Viazzo who wrote (18559)	11/19/1997 1:36:00 AM
From: Don Earl	Read Replies (2) \| Respond to of 42771

Hi Alphonse, Actually I'm still ahead some, although I took a loss on this last trade. Another crash or bad earnings would put me behind so I bailed. I already had the puts, and since they represent a small portion of my account and I couldn't see any real advantage to trading them right now, I decided to keep them. If this market keeps up I may start doing some pure short plays on the rebounds. While I don't agree with your valuation to a buyer, everyone on this thread knows my opinion of Novells marketing. I think Schmidt would make a great neighbor but I don't see the killer instinct of his mentor in his strategy of turning Novell around. If my memory serves me correctly, Utah is a dry state. I have a sneeking suspicion that part of Novells problem is that anytime the guys get out of state to do a presentation, they go out and get polluted in order to look and feel their very best, bright and early the next morning. I'll probably go long again next week, but I want to either see numbers that justify a higher price or pick it up around the 52 week low. It's hard saying why I like to play NOVL, considering all the other stocks I follow, maybe it's just because I like the thread. Regards, Don