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

To: Elmo Gregory who wrote (18971)	12/8/1997 12:53:00 PM
From: Joe Antol	Read Replies (1) \| Respond to of 42771

Elmo. I went on record here saying I didn't believe Q4 numbers. After listining to Eric Schmidt on CNBC on 11/26, there is no way in hell I would believe they would even come close to making (or beating) the projected Q1 numbers. If you think last April's Annual meeting was uhh.... "interesting" <g>, can you imagine what THIS years annual meeting will be like? (can you spell r-i-o-t!) Regards, Joe...

To: Elmo Gregory who wrote (18971)	12/8/1997 2:46:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 42771

>>Is there any reason to believe that sales for the first quarter will be better than last quarter's sales?<< Elmo, how long have you been following this stock? If I remember correctly, Q4 and Q1 are Novell's favorite quarters for channel stuffing. As far as any news sending the stock down, this is another phenomena that has been reality for a long time. I think I've figured it out. Everytime Novell flashes their name across the wire, a few more people wake up and remember they hold the stock and dump it. Sad, but I have not been able to figure out any better explanation. sf