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

To: Paul Fiondella who wrote (21146)	3/16/1998 1:06:00 PM
From: Spartex	Respond to of 42771

Paul: you said: <I used to believe in the IBM possibility before NT's overwhelming market share put the whole idea to rest. I see no reason for IBM to acquire Novell absent a dramatic increase in web server market share based on Netware 5.0 which should show up in 4.11 if it was going to happen. IBM and other suiters will only buy a company with increasing not decreasing market share prospects>. I feel that Netware 5.0 is worth companies waiting another 4 months for, and you will see the increasing market share by this fall for NOVL. Additionally, IBM or someone else will be interested in NOVL by this fall-winter period, and that will be when the share price of NOVL could be in the mid- to upper-teens. The block purchases, I think they are by some analysts that are getting ready to upgrade NOVL shortly. I could be wrong, but I do believe over the next 3 weeks we'll have some positive fireworks going off for NOVL. Regards, Quad-K