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

To: Paul Fiondella who wrote (20225)	2/22/1998 11:07:00 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 42771

(Off Topic) Paul: Please, please lighten up my friend....! >>You can skip reading it if you want to. That's why it says (Off Topic)>> Da...Thanks for clarifying this for me..... I'm from Chicago and almost forgot. >>but if you don't then don't favor me with your boring pathetic shallowness unless you can comprehend the subject matter. If you are not up to figuring out what is going on around you, I don't need to hear about it.>> "Not figuring out what is going around you....?" Aaahhhhh...! Hummmm....? I'm speechless Paul. Let me get the dagger out of my back.... Ok, that's better. First, in case you did not know, I really appreciate your comments about the Asian situation. And while I think its the measure of a man's worth to laugh at himself from time to time - Paul, come on now... - I am more than serious when I mentioned you should "go public" and expand your forum somewhat. As for "my boring pathetic shallowness", whoa boy....let's just say there are are always two ways to view any picture or "situation". And as I have made very clear before in this forum, I happen to think what's going on over in Asia is incredibly bullish longer term for the entire world economy. If how I document and support my argument is incredibly boring and shallow to your worldly ways, well then I can understand differing matters of style counting more than content. You seem to view the entire world economic model as being inherently flawed because of the failure of local/regional political systems to step aside and see what's really going on for what it is. I happen to think, longer term, the rise of the Global Network and growth of digital communications - wireless, broadband, fiber, etc. - is not just breaking down these political barriers to economic growth, but is allowing for incredible rapid redeployment of investment capital in ways that slow down and arrest political and economic corruption. Longer term I think governments the world over are on the decline because exploding bandwidth everywhere - not just CNN/VOA - will assist in enabling the free market of ideas, information and knowledge to more efficiently seek out and arbitrage markets in more efficient ways, thus leveraging investment capital and the influence that goes with its deployment. Why don't you comment on all the foreign reinvestment that's going on all across Asia right now? No there's a hot topic for your "Asia Watch Service". Bottom pickers from the world over are having a field day right now and will, going forward, exert their influence on local polical sytems to make sure their investments are protected. Is it just your negative bias, your comments fail to even consider such offsetting influences? I applaud the discussion underway regarding the merits of the IMF's approach versus setting up currency boards. Currency boards, if set up right create their own offsets. Argentina set a great example - with the IMF's support - when Mexico/Latin America devalued the last time. The IMF's penchant for devaluing does more long term harm than good. Hoping to protect himself with a local CB in the short term perhaps, Suharto is playing a smart hand right now - whether you question his credibility or not. Looking back, the whole IMF/Asian connection from early last year did look rather chummy. Is there a Clinton/Riady Asian connection that played into all this? Unravel all the clubby loans with banks holding the back and hey, there's a nice Left Wing/Asian conspiracy alliance story to research. And you're right about who really got off the hook here: the local barons of Asian Economic Club. I say for a CB and let them guarantee it with a good chunk of their own money. To conclude, don't misunderstand me...I'm not a naive rosey-eyed investor. When you buy Novell at these prices you have to be either totally naive or on to something. As for me comenting on Novell, its technology, TA, markets and investing in general...I have expressed myself in other forums. As for the SI/Novell thread: it has always been simply too in love with its collective self-loathing for Novell for me to waste too much of my time. It's been a interesting show to watch. The old band of players are thinning out. I am not interested in taking up Joe's banner. Someone will have to volunteer. Salah, where are you...? >>As to Novell, if you have anything to post other than anxiety attacks over your holdings then lets hear it. You should realize that no one owes you an analysis to help you with your investments. There are several people that post here that post earning reports analysis in advance of release. Maybe you've pissed them all off enough not to bother to share any information with you.>> If my positive comments about Novell have pissed anyone off, then may I offer my sincere apologies. I have seen many others who have waded into Novell/SI den with a positive views been slaughtered and slandered - some never to return. Paul, you might rethink this comment. >>So why don't you go do something useful like find out the conference call telephone number or whether Schmidt will be interviewed anywhere. That will give you something useful to do.>> Sorry, but I've been too busy with my company. >>In the meantime GFY in anticipation of Novell earnings.>> "GrateFull Me??" Yes, I very grateful to me, alive and well...Paul. Peace and love and all that, too. Good Luck! BTW, I'm sorry to others who came to read about Novell. Paul, this will be it for me. If you do open another thread I'd be happy to respond appropriately concerning this topic. 2-4 cents + / Got more orders below $8 just in case. TOFY Eric....