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

To: Joe Antol who wrote (19490)	1/8/1998 10:59:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

ORCL and winning I'm betting that the only thing they have to do is outlast their competition. Any economic downturn weeds out the weak companies fast. ORCL will be left standing because there are few alternatives in an enterprise setting. SYBASE goes. IF there is a recession (someday) then even MSFT is going to see a cutback in mass sales. As long as ORCL doesn't have massive debt. Now I don't know what their debt situation is. One of the things that is good about NOVL is the lack of debt or need to go into debt as yet to maintain their product development. Also ORCL unlike NOVl is more than moderately profitable (I hope.)

To: Joe Antol who wrote (19490)	1/9/1998 9:38:00 AM
From: Spartex	Read Replies (1) \| Respond to of 42771

Joe: While I'm not IT or systems analyst person, my feeling on ORCL is that it is in nearterm trouble, as forward looking earnings are very much weak. On a technical basis, the company has be severly damaged and bruised. I would agree that it will come back, but it will take time so unless you have any better (hotter) prospects, ORCL money may be stuck in mud for a while. Get back into NOVL now, since its already paid the price, and its next in line for a recovery. OK, I may not convince you, but you'll see in a few months, if not by the end of this month. Regards, Quad-K