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

To: Spartex who wrote (21606)	4/9/1998 3:43:00 PM
From: Jim McCormack	Read Replies (2) \| Respond to of 42771

Yhoo at 5 billion market cap novl - well you know... Novl remains the Rodney Dangerfield of the network computing world. YHOO at 5 billion market cap is pure insanity... Short squeeze in progress and major correction forecast. Jim

To: Spartex who wrote (21606)	4/9/1998 6:05:00 PM
From: Brian Malloy	Read Replies (2) \| Respond to of 42771

The way I look at the interpretation of others YAHOO, sits as a gateway/major weigh station on the internet. It is a place for the millions that traverse the net. With YAHOO people are looking to the future. Over the past three years the internet has doubled every 3.6 months and and is increasing by 1,000% a year (according to QWEST communications) It is hard to place a value on YAHOO but once they get a couple more quarters under their belt and we see that they are growing (eps) in excess of 100% year over year then what we see happening today with Yahoo is justified. NOVEL, has lost its initial skirmishes with MSFT, and many think that its best days are behind it. It is in fact an on onramp to the internet but as of yet not a true internet stock or play. NOVEL still works primarily in the world of Moore's law where we have an 18 month cycle time, not the internets 3.6 month cycle time. Hopefully, and it looks like they are on a new trajectory, NOVL will build products that can leverage off of NT and maintain its large installed base, if they can do this I fully expect NOVL to be at $20+ in 99. Regards