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


To: Paul Fiondella who wrote (20222)2/22/1998 8:21:00 AM
From: Frederick Smart  Read Replies (3) | Respond to of 42771
 
>>(Off Topic) The true state of Japan's economy>>

Paul:

You are doing a great job of commenting on the Asian sitution, but I really think you need to take your show on the road so to speak. I understand how Novellians may be a perfect audience to build such slanted - no pun - mindshare and there is a good chance some/many could follow your progress elsewhere.

How about starting another thread: St. Paul's Asian Disaster Heart Club...Thread?? Or just Fiondella's Asian Disaster Thread. You get the idea.

Heck, you could spin off new disaster threads - Fiondella's United States Disaster ...Thread; Paul's European Disaster...Thread. If we are all going to hell in a handbasket, then the number of disaster subjects will multiply accordingly. You could even branch out into starting a "negative" newletter, an Investment Disaster Advisory unit, a Short hedge fund - ie. "Paul's Short" Hedge Fund...- even a "Fiondella's Financial Meltdown" website...all with your monicker attached to it.

Heck, why not throw in two other offshoots...a "Vast Right - AND Left! - Wing Financial Conspiracy Tracking Service". You could sign up Newt and Hillary as a Right/Left Wing advisors accordingly.

There is a huge market for this kind of stuff. I'm being somewhat funny, but also very serious about the potential business opportunity.

You might as well consider this, for I strongly believe Novell - and the audience on this thread - is turning around. You'll just have to create another home. If you do take up this offer, please do us a favor and let us all know what your plans are, etc.

Good Luck!

BTW - Seren asked my for an update on where all the BD's stand with their research and ratings on Novell. My short answer: "in suspense". Without going into details, Novell is still on the shelf but is getting more and more positive. Since I am in the securities business and my name IS real, etc. it would be foolish of me to cut and paste research.



To: Paul Fiondella who wrote (20222)2/22/1998 11:07:00 AM
From: Roger Mariner  Read Replies (1) | Respond to of 42771
 
Paul, thanks again for posting your insight on this thread. I know that you have established yourself here and are respected by those of us who have been part of the Novell SI community for years.

Even though ignorant swine take issue with the pearls of wisdom that you share, I genuinely appreciate your insight.

I spent a number of years in Japan studying and working in their financial and capital markets. I believe your analyses are accurate and relevant to intelligent investors of all stripes. Your concern to your fellow SI compatriots by your taking the time to post your comments is very much appreciated.

It seems to me that this thread has lost its objectivity, as those who are not trumping the stock are ridiculed and their opinions are being derided. That is why you don't see as many postings as you used to see from Joe, Salah, EKS, AV, vickers, et al. These were real people. Those who are taking over the thread, pumping the stock, use aliases.

Maybe we'll see a 2 point correction in the stock, and these aliases will go away.

:Mariner



To: Paul Fiondella who wrote (20222)2/23/1998 8:50:00 AM
From: dwight vickers  Read Replies (1) | Respond to of 42771
 
Hi Paul,

You almost make these sound like serious problems!

It never ceases to amaze me that people think that government bureaucrats can fix this type of situation. Japan is living proof of how easy it is to do everything wrong.

If they had taken their medicine in 1990 they could be healed by now.

Personal opinion is that we have cyclical (long wave) problems that the US has been best at postponing. Printing money will solve problems short term, but those bills eventually must be paid, also.

No G7 planning can stop the cycle. Only delay and make it worse.

I wonder what will happen if our economy starts to slow and Americans can't be the buyer of last resort? The Japanese? Europeans with double digit unemployment?

Still feel we're going to be living in interesting times. The "new paradigm" notwithstanding.

Dwight