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

To: Steve Fancy who wrote (19170)	12/18/1997 7:10:00 PM
From: dwight vickers	Respond to of 42771

Steve, The first 1,000,000 shares of Corel that NOVL sold were at $3 7/8 to $5 1/8 the last week of October. They still held 8.9 million. If you are still looking at the Vickers (no relation) insider reports at quote.com I'm starting to think they're not being updated. The last three NOVL sells don't show, along with many other more current trades I've been watching for. David Coleman recently left the company. He had been the head guy from before the Argus Research buyout. Anyway if you're paying for the service I might suggest to them that their insider info appears to be not very helpful, at best. Dwight

To: Steve Fancy who wrote (19170)	12/18/1997 8:30:00 PM
From: Joe Antol	Read Replies (1) \| Respond to of 42771

Steve (and Dwight): Dwight gives you the "operative issue" as follows: >> They still held 8.9 million. << "They" being Novell. Today COSFF crashed under sub ~$2 and heading further south. They are in deep, deep doo. This is the Novell thread, but if you go to the Corel Thread you'll see that they (Corel) have already pre-announced (again) a disasterous Q4. The clips are posted there. Not too good a ROI for Novell, eh? Regards, Joe... PS: This particular item has "got" to hit them (NOVL) also in their Q1 reporting of the "numbers", no? Salah or anyone else correct me if I'm wrong. PS: Oh BTW Dwight, I'm setting up some stop sells on CPQ and DELL real soon now <g>. They are making me very nervous. I thought you might be interested in that <smile>. I'll ride ORCL a tad bit. Got it at 23 1/4 with another GTC buy at 20 1/4. That one needs to level out a bit. I find it strange, very strange that Ellison hasn't said "boo" about this since it happened.