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

To: Tom B who wrote (18761)	11/27/1997 8:34:00 AM
From: Larry S.	Respond to of 42771

Back in NOVL for me:- bot tuesday at 9 5/32, having been on the sidelines the past few months. watched the stock action the past few weeks and it seems to want to go up. the earnings release was the first one in a long time that was not "spin-control" think previous quarter's terrible report was a "clearing the deck". on a dip, i will buy more shares for a long term hold in non-trading acct. at present i am tempted to take profits if stock runs up near or over 10. I think Schmidt has a good plan for what to do with the company, the implementation will be slow, but i think steady. at least there is direction in the company now. a game plan is in effect. Takeover?, probably is still likely. Wouldn't bet again SUNW considering Schmidt's background. Personal note to Joe Antol, if you're still following this thread. Thank you for your insight and diligence over the past year or so. Sometimes capitulation is a sign of a true bottom. I certainly have made decisions in the past to sell at or near a very bottom. other times it was a wise one as the stock continue its inevitable slide. good luck to ya. Larry

To: Tom B who wrote (18761)	11/28/1997 12:25:00 AM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 42771

Hello Tom, > Maybe it won't be IBM; there's other big players out there > hungry fo a piece of Bill Gate's a*. From the opinion of one Novell employee, I would rather see us with Lucent! I really think that the match of technologies is closer and that Novell's expertise fits better into an infrastructure player like Lucent. For those of you that have not followed the recent developments at Lucent, they are slowly infiltrating the world with Inferno ... their own Virtual Machine that runs Limbo applications (a language developed by the creators of C, C++, and UNIX) AND* it also runs Java applications. They are now showing Inferno running on many different platforms (both embedded systems and on common operating systems like UNIX and Windows), and also in set-top boxes. Instead of asking permission to become a standard, they are just embedding Inferno in everything they sell ... and they sell alot! On another note ... anyone else following PairGain? (Nasdaq:pair) Scott C. Lemon