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

To: Scott C. Lemon who wrote (19712)	1/19/1998 1:22:00 PM
From: Joe Antol	Read Replies (2) \| Respond to of 42771

Scott: Allow me to make it real simple (without the quotebacks): 1. Microsoft by not supporting NDS "will" hurt Novell. Measureably. 2. IBM's problem with OS/2 as a competitor to Windows, in the enterprise and on the "consumer" desktop; to IBM is a "non-issue". Novell has "a" product line. Novell has (had) "a" market-cap. IBM has many, many, many other areas to derive revenue from. LVG said that the war for the desktop was over (to paraphrase) 2 years ago. I was simply pointing out that Microsoft, the current entity, has and does have the power to do what it wants. IBM doesn't have a stock problem. 3. If you believe anything that's said here can "drive the price down" then .... well.. I'll defer on that one. 4. No, I don't own any. Yes, I will when the price is low enough. 5. I am still here to get information. That is the purpose of SI. 6. Where are a) The rebuttal's to MOAB review, b) Novonyx status? 7. Apart from you being "Pollyanesqe", where are "your" FACTS? (+or-)? At least I can "support" mine regarding Novell's "non-presence. Can U? You will (next Q). That's gonna be IMHO Schmidts "last Q". Show the $!

To: Scott C. Lemon who wrote (19712)	1/19/1998 2:53:00 PM
From: Joe Antol	Read Replies (1) \| Respond to of 42771

PS: to my last Scott: You said that you and I feel differently about.. the events that are taking place with Microsoft right now. Yes, you are correct. BTW, MSFT and CPQ are both reporting earnings on 1/21, IBM tommorow, and I believe Corel tommorow. What do "you" think is going to happen when MSFT reports earnings on Wednesday? Do you think the current situation is going to make one iota of difference? I don't. Similarly with CPQ and IBM. Corel (your partner) is another story (a sad one at that). Yes, we feel differently. What I think you think is going to happen to MSFT is not going to happen. The bottom line is (and always has been), the bottom line. People follow the money. They don't care about "right", or "marquess of queensbury" rules. They follow the money. Period. I find your posts "fascinating", if not even idyllic.