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


To: Frederick Smart who wrote (18897)12/4/1997 11:59:00 AM
From: Joe Antol  Respond to of 42771
 
Fred: Uh... yeah, but I wish you wouldn't have posted Mark's email ...
with the MCI addr). Mark's a long time buddy of mine (and I too know
about the F, MCI situation). I know he wants to pursue this offline
and over the phone. But, whatever...
Regards,
Joe...



To: Frederick Smart who wrote (18897)12/4/1997 12:04:00 PM
From: Steve Fancy  Read Replies (1) | Respond to of 42771
 
Mr Smart...there is always a hope for a miracle, but to date, anyone following your advice has lost money...anyone following VK has made money.
Even if Novell does manage to turn things around, it will likely be some time before they re-establish the confidence of wall street. Novell has always had the better products, always won the majority of reader choice awards and lab tests yet the stock always goes down.
Green River was going to be the magic answer. If you've followed the stock long enough, you know what happened. You think it's going to be different this time...maybe it will, maybe it won't. Based on history the company is in big trouble.
Everyone seems to think there's new management, yet the guy really running the show, is the guy that took a bad situation and made it much worse. As Joe says, every board member replaced is probably worth a couple of points. Until this happens, or some explanation is offered for their odd behaviour and confused priorities, I wouldn't expect much upside, regardless of any product release. It's going to take many profitable quarters before anyone in the know believes it.

sf



To: Frederick Smart who wrote (18897)12/4/1997 12:06:00 PM
From: Adrian Slade  Read Replies (2) | Respond to of 42771
 
Hello, all Positive investors

I posted something about this a couple of thousand posts ago, it appears people are starting to think - Not listen.

second paragraph.

zdnet.com

ADE



To: Frederick Smart who wrote (18897)12/4/1997 1:10:00 PM
From: Steve Fancy  Read Replies (3) | Respond to of 42771
 
International Financial Institutions Adopt Windows NT Server at a Rapid Rate
Summary: REDMOND, Wash., Dec. 4 /PRNewswire/ -- Financial institutions worldwide are constructing their next-generation computer infrastructures on the Microsoft(R) Windows NT(R) Server operating system. Kimsey Consultants reports that Windows NT is installed in 60 percent of financial institutions in the United Kingdom, 41 percent of financial institutions in France, and 79 percent of financial institutions in Germany. Mentis Corp. predicts Windows NT will be the primary operating system installed in 88 percent of banks in Australia by 2000.

=============================================

Fred...to help keep what's going on in perspective, let's post news relating to who's doing what with Novell and NT servers.

sf