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


To: Jim McCormack who wrote (21461)3/29/1998 12:51:00 PM
From: Joe Antol  Read Replies (2) | Respond to of 42771
 
Jim: There is no "co-optition" with Microsoft as was recently stated by Novell (and there never will be). They're kidding themselves [big time] if they think so. The continuing publishing of "honest" quarterly "numbers" will attest to that.

There's only so many ways and times you can make them look good [the "numbers", that is...], and then there are no more ways to "tweak".

Your post here sets the stage for what "really" will occur over the next 18-24 months, IMHO at this stage of the game.

They NW shops will stay in "maintenance mode" until they are eventually phased out. Revenue will be flat "at best", if not a continual decline.

The juggernaugt should've been responded to 2+ years ago, and wasn't.

Should be an interesting annual meeting, eh?

Regards,

Joe...<ominous article, I'd say ... wouldn't you?>

PS: Interesting how the article comes out immediately "after" the conclusion of Brainshare isn't it?