Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Earl who wrote (20087)	2/11/1998 6:05:00 AM
From: Frederick Smart	Respond to of 42771

Hi Don: < Don, can you come up with a fundamental reason why Novell should sink to $4 and change?> None, and if you can find any post by myself that makes such a claim, I'll buy you a cookie. >>I wasn't claiming you said "$4 and change" - just asking your opinion. Based on where I sit, a ton of tired longs have been selling over the past 4-5 months and there was some major shorting activity going on in the low $7's high $6's on the last slide down. I live and work in the trading world myself - know the feel, players, etc. I was simply probing your bearish convictions.>> < Do you have any idea how demand for networking and network services in general are exploding right now.> Do you have any idea how much market share Net Ware is loosing right now? The information is a matter of public record for anyone that is willing to take the time to read it. >> Yea, the public record on this is looking pretty sorry. Low-end NT application server sales have a way of clouding things up - while raising the cost of ownership - just as a major shift toward network computing and the resulting lower cost of ownership gathers steam.>> Show me the money. Show me sequential "clean" quarter to quarter growth. Not only is it not there, it's not there in the middle of a huge growth market. >>"Smart" - no pun - money is moving into Novell. They are working ahead of the streets expectations and you will be shown the money. As far as your "cute comment" remark goes, show me any point on the chart where rumor spikes were not the perfect exit point, and I'll buy you another cookie. >>I sold everyone of those spikes for better part of '96-97 - going on the record each time on MF. All toward a bigger picture opportunity that awaited as the price got to my buy point - with confirmation that the fundamentals were turning. Problem is, unless you do your own homework with IN YOUR FACE research - talking to cos, developers, etc. - you can't expect - nor should you try - to be the early bird.>> <The sense of silence/hush in Novell is beautiful.> Pre earnings black out period. >>Let the price be your guide then. Good luck Don - hang tough. And please I don't have the time or energy to go trade places on stage with this 2-way chat. I think I/you have said enough.>> BTW, what kind of cookies?