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To: Paul Engel who wrote (50007)3/6/1998 10:00:00 PM
From: Paul Fiondella  Read Replies (2) | Respond to of 186894
 
You're trying Paul

I bought Novell in 93 or 94 when they had replaced Noorda with Frankenburg who was going to trim down the company and get it ready to be bought out. The deal was nearly concluded but the BOD (composed of senile idiots) rejected the terms (I believe $27 a share from IBM) as too little. After that I was stuck. I averaged down and averaged out.

==================

Incidentally did Andy shaft CPQ the way I described it, by giving DELL preferential PII pricing. Because if he did, it just came back in the mail this evening with CPQ's preannounce.

Your net worth is only down about 12% now right? Should I keep track.



To: Paul Engel who wrote (50007)3/6/1998 10:02:00 PM
From: Barry A. Watzman  Respond to of 186894
 
Paul Engel,

This time you are wrong, Paul F. had it completely right when he said:

"Very few people have the background in economics that it takes to understand what is really happening."

And, I might add, he is not one of them.



To: Paul Engel who wrote (50007)3/6/1998 10:35:00 PM
From: akidron  Read Replies (1) | Respond to of 186894
 
Paul & Paul

I would like to sponsor a boxing match between you both, 10 three minute rounds gloves off... I'll put up the first $100, I'm sure there are others on this thread who would add to the prize.



To: Paul Engel who wrote (50007)3/7/1998 11:14:00 AM
From: Kealoha  Read Replies (1) | Respond to of 186894
 
Paul Engel: What is CPQ's market share in the non-retail market? Up or down? Maybe the corporate IT people are more and more associating CPQ with its low end focus on the sub-1000 market-- K-9s -- and moving more to a "real" corporate box maker like Dell??? You know ..."lie down with the K-9s and your earnings become the same as the K-9s..."