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

To: BP Ritchie who wrote (18841)	12/2/1997 11:44:00 AM
From: Joe Antol	Read Replies (1) \| Respond to of 42771

Hi BP:"I"expected the big "push" 2 weeks after Slitz arrived. It did not happen. Whatever "broke down", between them and IBM, broke down in August; late August. Frankly, I feel the same as you. I really don't know"what"they are trying to do at this point. They can stay alive and ride the existing base, and use the 1B. But, I still can't see the "revenue spike" just magically happening (now, or 3 years from now for that matter). I see too much of "the other way" daily. I highly recommend people listen to(at least)the "audio" transcript you posted yesterday of Schmidt/MSNBC. They did "not" throw him softballs; he, IMO did "not" field them very well, and the general tone was skepticism; which is reflective of the price right now. I'll buy at 6 though. I'd really like to listen to their planning sessions, ya'know?