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

To: Bruce Weisman who wrote (19527)1/10/1998 8:13:00 PM
From: Ben Antanaitis  Respond to of 42771
 
All,

Jan'98 NOVL options charts at:

pipeline.com

Ben A.



To: Bruce Weisman who wrote (19527)1/11/1998 1:32:00 PM
From: Don Earl  Respond to of 42771
 
Hi Bruce,

As I recall from a conversation with investor relations a few months ago total Asian sales are 14%. 4% of that coming from China (what I was concerned about when I called) and most of the rest coming from Japan. Sales are in US currency or equivalant. Shouldn't be a big deal since Japan and Hong Kong have devalued less than 5% since April.
An IPO with Novells products and good marketing could probably do more business in those countries than Novell does in the US. Asia is NOT the problem.

Regards,

Don



To: Bruce Weisman who wrote (19527)1/13/1998 1:45:00 PM
From: dwight vickers  Read Replies (1) | Respond to of 42771
 
Bruce,

Why the May 10 calls? Wouldn't that be a long speculator or a nervous premium writer?

Someone in the know who is selling naked would have more likely sold something with more premium, like the $7 1/2's, don't you think?

Or is it likely that a writer would have some non public insight, in your opinion?

Dwight


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