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

To: Paul Fiondella who wrote (18732)	11/26/1997 10:00:00 AM
From: George Papadopoulos	Read Replies (2) \| Respond to of 42771

Paul, Please provide a link to the interview if you can. Acquisitions planned??????Can't believe it! Now we all know about the disastrous past doing these but let's wait to see what Schmidt does. I seem to like this guy more and more. For the first time in a year my Novell position is in the black. I can't believe that either!! Enjoy the ride

To: Paul Fiondella who wrote (18732)	11/26/1997 10:10:00 AM
From: vinod Khurana	Read Replies (1) \| Respond to of 42771

He cut 1,000 jobs to save $40 million, turned around and spent it on jet fuel. This whilst the company is sitting on the edge and the only thing holding them from falling apart is that $1 billion in cash. Now he wants to invest it in startup companies. If he was smart, he should take $500 million and invest it into MSFT. Take $250 million and invest it in Time Warner. Take the remaining $250 million and invest it equally among Comcast and TCI. MSFT and cable...thats where the future lies for profitability. In ten years, NOVL will have over $2 billion in cash and all for doing nothng and sitting back. Forget NetWare, the marketplace is rapidly moving towards NT...Foird Credit corp. just converted its NetWare based servers to NT two weeks ago. Who's next ? It is not whose technology is the best that is determining the leadership here. It is marketing and right now and for the next few years, MSFT is in the lead. NOVL should sell out. Wallstreet has little confidence in NOVL surviving on its current product set. To repeat the question: What does NOVL have to sell ? NetWare 4.x and BorderManager. The first is losing marketshare rapidly..the second faces to much competition. Groupwise has dropped to third place and behind Lotus and MSFT. Soon it will become history. JAVA based apps. are in the infancy stage. I wrote a JAVA applett just last week and it took forever to load using JDK 1.1 appletviewer. Imagine the performance over the internet. NOVL betting on JAVA ? Get real !! V.K

To: Paul Fiondella who wrote (18732)	11/26/1997 10:38:00 AM
From: BP Ritchie	Respond to of 42771

Last month short interest: Short Int as of 10/97 12,135,635 Avg daily Volume 2,457,266 Days to cover 4.94 So, it's down a tiny bit ... but, I saw some more (probably) short sales this morning ... not large orders though. I think the total short position is about 4% of outstanding shares, much less than some companies (> 20%) ... but still not very comforting! Strange physcology? ... but, it sure seems like there are some people willing to bet that Novell is heading lower. I still don't understand the Stock market, especially 'traders'!