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

To: Paul Fiondella who wrote (21604)	4/9/1998 2:07:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 42771

Looks like the investment community does not tie the internet to Novell yet...not even a tiny little bit. sf

To: Paul Fiondella who wrote (21604)	4/12/1998 12:25:00 AM
From: Jack Whitley	Read Replies (1) \| Respond to of 42771

<<That picture includes IBM, SUNW, ORCL, and NSCP among others.>> Saw a paragraph in InternetWeek that stated that 5 million browsers per month have been downloaded from the Netscape site since Jan 1st. Netscape estimates conservatively that over 60 million browsers will be downloaded this year. Granted, this earns no profit for Netscape now but it does mean there will be 60 million non-MSFT "Internet clients" out there by years end. jww

To: Paul Fiondella who wrote (21604)	4/18/1998 11:49:00 AM
From: Roger Mariner	Read Replies (2) \| Respond to of 42771

Paul, the things that you had been saying for a long time are now beginning to show up in mainstream news media. What do you think that the eventual political fallout could be, if any, from the current administration? Trade deficit hits all-time high of $12.1B WASHINGTON - America's trade deficit climbed to an all-time high of $12.1 billion in February as the imbalance with Japan surged by 21% and U.S. merchandise exports fell to their lowest level in a year. The new report Friday dramatically underscored the biggest problem facing an otherwise stellar U.S. economy, a widening trade deficit that is likely to grow much worse as the year progresses, given the economic problems in many Asian countries. In a second report, the Federal Reserve said that output at the nation's factories, mines and utilities rose 0.2% in March after two consecutive monthly declines. However, all the strength came from a bounceback in utility production reflecting a return to more normal weather patterns. Output at U.S. factories fell for a second month as manufacturers continued to cut back production in part because of the weakness in export demand. The Commerce Department said that the February deficit in goods and services was 4.2% higher than a revised $11.6 billion imbalance in January. For the first two months of this year, the deficit is running at an annual rate of $142 billion, far surpassing last year's nine-year high of $113.7 billion. It is these figures that has stirred alarm in the Clinton administration, where there is a concern that huge trade deficits will provide ammunition to opponents of the president's free trade policies. President Clinton was forced to go to Santiago, Chile this week without congressional authorization for new free trade agreements. His request for so-called fast-track authority is stalled in Congress by determined opposition from labor groups. In an effort to at least trim the size of the deficit rise this year, Clinton and others in his administration have been stepping up pressure on Japan to do its part as the world's second largest economy. They want Japan to serve as an engine of growth of troubled Asian nations hard-hit by last year's currency crisis and to provide a bigger market for U.S. exports. Treasury Secretary Robert Rubin won endorsement of this view at a meeting this week with America's six largest economic allies. Japanese officials, however, told the group that they believe a new stimulus package of tax cuts and increased spending, the fifth such program since last October, will do the trick in reviving Japan's moribund economy. For February, the U.S. deficit with Japan widened to $5.3 billion from $4.4 billion the previous month. It was the worst showing since a $5.9 billion deficit last October, reflecting the fact that U.S. exports to Japan dipped to their lowest level in three years. America's deficit with China narrowed by 17.5% to $3.5 billion in February, reflecting the fact that the United States purchased fewer toys, office machines and telecommunications equipment. However, unlike the overall figures, the country-by-country numbers are not adjusted for normal seasonal variations. America's deficit with China normally improves after the Christmas sales season. America's deficit with the newly industrialized countries of Asia, a group that includes South Korea, narrowed sharply in February to $885 million compared to $2.2 billion in January, reflecting in part higher U.S. exports of aircraft. But economists are forecasting that the deficit in coming months with Asia will balloon as the full impact of the economic troubles in the region are felt. The sharp depreciation of Asian currencies means American products are more expensive. One bright spot in the trade figures for February was a 16.2% drop in America's foreign oil bill, which fell to $4 billion, reflecting smaller volume and a sharp drop in price. The average barrel of crude oil dropped to $13.11 in February, the lowest level in nearly four years. The overall deficit of $12.1 billion in goods and services was the worst showing since the government began tracking these figures on a monthly basis in 1992. In just merchandise, the deficit of $17.5 billion was an all-time high in a data series that goes back more than a century. By The Associated Press