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

To: Irene Harvey who wrote (18706)	11/25/1997 8:20:00 PM
From: Joe Antol	Read Replies (1) \| Respond to of 42771

Hey lookee here. It's Irene! <smile>. 1st you take 1 tablespoon of ..., then you add a dash of ..., stir well and bake at 350F for 30 mins... Well, you get the idea <G> PS: Oh, I know I annoy you Irene, but you just "gotta" love me, right?<G>.

To: Irene Harvey who wrote (18706)	11/25/1997 10:38:00 PM
From: Jim McCormack	Respond to of 42771

Irene: I am Astounded! 38 million in Education revenues.... Where did that come from. What do they teach these days at Novell Ed? I can't believe that number it is way out of bounds....Are they quietly giving classes on NT? Jim PS I can't lurk its too exciting

To: Irene Harvey who wrote (18706)	11/26/1997 12:07:00 AM
From: Paul Fiondella	Respond to of 42771

Irene with regard to Salah's analysis, you don't have to read all 18000 Just read #14205 dated Jun. 27, 1997. This is the one in which Salah projected $0.02. "The actual revenue numbers are declining at an alarming rate and the question becomes: When is this decline going to stop?" In particular Salah presented 3 scenarios. Here is one of them: "The company will stay stagnant for the foreseeable future. This is a combination of the bleak scenario and the rosy one. It is feasible that they stabilize the revenues around the current levels and not be able to grow. With their 1 Billion in cash they could survive for a long time even with a lower revenue level than current [Q2] level." This is must reading for any NOVL investor.