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


To: George Papadopoulos who wrote (18617)11/23/1997 2:35:00 AM
From: George Lazar  Respond to of 42771
 
"Non-Believer's in Sequents potential felt that Suns high end server-line and much larger resources would reduce Sequent's Numa-Q to a non-factor. Well, that may be all well and good but Suns' products and presence did not keep Sequent's stock from running, from a low of around 11 per share in 6 months before Numa Q's release to a high of $31 1/2 roughly 6 months after the product was released. I feel that Novell could be in for something similar. "

This is a comment from Francis P. Collins, The Educated Risk -Taker (annual subscription is $199.) Isn't this a great country ? Anybody can publish a newsletter just about anything, stating the most amazing half-facts.

Sequent's NUMA-Q servers' real competition was the high-end DEC Alpha 8200/8400, and the HP 9000 K460 and T-series. The Sun's 6000 and 10000 were released in 1997, they had no market share yet.. In the future, the NUMA-Qs will have a tough time to compete with the new Pentium based 8-way NCR 4380s... (COMDEX winner)

-george