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

To: Joe Antol who wrote (18993)	12/9/1997 10:26:00 AM
From: E_K_S	Read Replies (2) \| Respond to of 42771

Thank's Joe - I am also looking at buying more SUNW at current levels. The Internet World trade show in New York is the big event this week. Lot's of new companies pitching the "e-commerce" business. I like IBM's and HWP long term approach and I am quite surprised that NOVEL is not developing an integrated solution for their customers. Here is the Applix Web Site referenced up thread. applix.com Nothing came up on their site regarding 'e-commerce' applications but perhaps third party developers are working on new applications. ================================================================== In either case I guess I can get some of this dead Novel money working in other companies that are actually generating "new" revenues from their current base. That COMPQ continues to create new business opportunities especially with their small and medium business servers. Keep your eye on the Tandem consolidation. Their new product will capture more of the enterprise market. I like this agressive move by the management. This will help to continue to grow their revenues through 1998 and forward. Good luck ... EKS

To: Joe Antol who wrote (18993)	12/10/1997 1:38:00 AM
From: Jack Whitley	Respond to of 42771

<<<Joe...<I told you who's gonna be left "standing" by Y2K ... I also told VK about how gold scared me 18 mos. ago... (got out at 400/oz. -- whazzit now, 297?>>> Actually, I'm thinking gold might finally warrant a look due to upcoming Y2K issues (this includes taking into account all the deflation talk we've been hearing). There is going to be some panic setting in in 1998 as the total lack of preparation for this starts to hit home. And it appears it is not limited to mainframe/cobol, I saw a list in InternetWeek of network equipment (servers, hubs, modems, bridges, routers, repeaters, etc) made in mid-1996 and before that will not be Y2K compliant, it is a huge list. The next two years are going to be extremely interesting. jww