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

To: Joe Antol who wrote (19000)	12/9/1997 6:05:00 PM
From: vinod Khurana	Read Replies (1) \| Respond to of 42771

Joe, based on the after market price on ORCL stock, could be that we stay down for a couple of days or at the best have some wild swings. I opt for the latter. I hold 500 shares. My target is $26 - $27 1/2 over the next couple of weeks. If it falls any further, I'm going to pick up another 500 (but closer to the $20 level)....then leave it long term. Oracle has little competition other than MSFT and Sybase. I think SAP uses the Oracle database to store information so could not be a competitor as some have said it might be. MSFT in my opinion is the largest threat. V.K

To: Joe Antol who wrote (19000)	12/9/1997 6:17:00 PM
From: Frederick Smart	Read Replies (3) \| Respond to of 42771

Joe: They came and kissed my buy order in Oracle at $22 1/16 later this pm before rebounding to 22 15/16. I think it's a great buy myself, just like I think Novell is a great buy at these levels.... AND then what.....you ask? Well, for starters, check out the sold out audiences and classes for NDS, Managewise and BoarderManager - ALL across the country. Chicago -where I am at - is a huge Novell market. We have offices in SF and Boston - also huge Novell markets. In every brokerage and exchange insitution I work with closely, Novell's is being viewed as a growth partner for future deployments of NDS, NDS for NT and other offerings. Groupwise users are solidifying and expanding their support Look at the press today coming from Internet World - Syclo's Information Manager (SIM) 2.0 for Groupwise, Novell, and AT&T wireless customers will further solidify this platform as far as remote access is concerned. Not being a fan of AT&T, I would like to see - and I expect to see - Nextel join the fray in this area. The Netware 5.0/Moab is getting great industry reviews IMHO. The JVM links, applications, etc. are going to play into the NC trend in a majot way. Based in contacts I've been making, users of SAP, Oracle and PeopleSoft products are all working with Novell closely in this transition to a thin-client, server-centric networked world. All despite all the whining and crying on this thread, the biggest story of all is that the mindset, mindshare and mood within Novell has changed dramatically within the last several months. NDS is a dynamite application that scores BIG with NT users. And as it scores BIG, it underlies the central point of Novell's value to end users - security, scalability, speed, lower cost of ownership at the network-centered - not local - level. Example: How do you manage IP addresses in a pure NT environment? By having to update several servers that each serve different functions: e-mail, file serve, printing, internet access, system access, etc. What a nightmare, but that's what you get with NT. With NDS and Novell, this is a one-person job that can all be done on ONE server on a remote basis for thousands of network users. Would you want your mission critical applications talking to the internet via an NT server? No way!! Solution: a more costly straigght UNIX offering or a less expensive more scalable solution when you use Novells products: NDS, BoarderManage, Managewise, etc. How and why is Novell going to turn around BIG TIME? It's not NT - it's IP and the Internet, stupid!! Corporations are scrambling to come up with a secure manageable way to deliver on an e-business strategy that connects employees and customers to systems that offer open-access to critical information that closes sales, nails down good service and retains satisfied customers and allows businesses to run the way they should run in an all the more competitive networked economy. What's Schmidt doing out there? He's making a huge impact on changing the mindshare through interactions with everyone, everywhere - sharing his leadership, knowledge and expertise. He is meeting vitually everyone, from employees, VAR's, small and large clients alike. His recent CNBC cup of coffee notwithstanding, he's very impressive and I expect his impact to get even more effective going forward. Buying Novell is not a Moab-or bust proposition. There are great changes going on - but this thread refuses to comment on any of them. Don't get me wrong, I was a Novell basher myself - all the way through the early summer and didn't start buying until she went below $8. Call me a contrarian, but I feel very comfortable with my investment. As for the price, I don't think you will ever see Novell at $6. And I plan on buying more if it goes below $8. And as for some of your other compadres - Alphonse has yet to enlighten all of us as to when he got "short and proud" for the second time. I ask him specifically in October - this after he went on record saying he covered he entire short position during the IBM fiasco in August. Alphonse, come clean. And as for you Vinnie, please enlighten us all on the latest chapter of the "raging fires of NT". Your last two pieces of information regarding FORD and MCI were not true, whatsoever. We have yet to hear a response as to how your information went wrong. I will be interested to hear about your progress working more with Java and the Moab beta. Good luck with your recent Oracle investment. I should be filled myself tomorrow morning. Good luck to all my fellow whiners. And God bless Novell.