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

To: Jane Hafker who wrote (20505)	3/1/1998 11:49:00 AM
From: jad	Read Replies (1) \| Respond to of 42771

Novell (NOVL:Nasdaq) seems to have the right stuff, but doesn't get much credit. What's wrong? Mecklermedia senior stock analyst Steve Harmon suggests the company could use some expertise in marketing, along with such basics as sales and profits, too. Leadership is, however, not an area where the company is lacking-and maybe that's reason enough to consider the shares. Chairman Eric Schmidt, technology chief at Sun Microsystems (SUNW:Nasdaq), joined Novell about a year ago and has been making changes, pushing the company to open networking software to work more compatibly with the Internet. Schmidt is orienting the company to offer businesses one-stop, one-click, easy-to-manage intranets. But it hasn't clicked with investors. "Novell just doesn't seem to get the kind of respect on Wall Street that rivals with one-tenth the products and one-one-hundredth of the experience receive," he laments. More information can be found at: www.internetnews.com Steve Harmon

To: Jane Hafker who wrote (20505)	3/1/1998 7:40:00 PM
From: Jack Whitley	Respond to of 42771

<<Is this list correct?>> Yes, it is maintained by Stanford University. I have some close friends who are attorneys, but these lawsuits are just pathetic. Its an attempt to reach liability insurers, to go through the motions for a year, and to get insurers to pay them money to "go away". There has to be some sort of legislative reform coming. Stocks rise and fall, people that throw in with these suits are hurting the very equity markets that reward them for taking risk. My favorite quote regarding this - "When managers want to get across the facts of the business to you, it can be done within the rules of accounting. Unfortunately, when they want to play games, at least in some industries, it can also be done within the rules of accounting. If you can't recognize the differences, you shouldn't be in the equity-picking business." Warren Buffett "Warren Buffett Speaks" Copyright 1997, Published by John Wiley & Sons, Inc.