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

To: Roger Lagerquist who wrote (18583)	11/20/1997 9:12:00 AM
From: Joe Antol	Respond to of 42771

Roger. Not that old. October, 97. I agree with you on the right moves, but from what I see (every day) coming across "my" Intranet (you know what company that is...), and what "platforms, products, and companies are being touted", I fear it may be too late. Even with the delays in NT 5.0 (aka "everything INCLUDING the NOS), I see many shops "frozen" by MSFT. Yes, "existing" NW shops will laud MOAB, NDS, etc., but that is an upgrade cycle (not much in the way of dramatically increasing revenue and taking back market share). To be perfectly honest with you, I am very uncomfortable in this mindset. I don't want to spread negativity. Sometimes, I just have a reflex action and I do. I'm certainly still not a short. We told them long, long ago how it will play out. Perhaps investors "in" at these levels can wait.