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

To: Joe Antol who wrote (21618)	4/10/1998 10:10:00 AM
From: Bob Howarth	Read Replies (2) \| Respond to of 42771

IMO: the ONLY important thing is the sales of the products that Dr Shmidt is talking about. The resultant earnings will drive the stock price up. I think it is a waste of shareholder money to buy back shares. I want EARNINGS. Use the money to get those earnings up. Only when there is strong cash flow (like IBM has) should the company massively buy back shares, like IBM does. I hope this is soon!!! On Novelle WEB site, everyone should go through the presentations that Novelle gave at their recent user show, comparing Netware upgrading to MSFT migration to NT 5.0. Which customers will do what? THAT IS THE QUESTION!!!!!! Seems to me that the effort to migrate to NT 5.0 is truly massive, especially given the absolutely horrible track record that MSFT has for systems management issues. Will NOVL customers simply wait, upgarding nothing, waiting couple years for NT 5.0 to get easy (hah hah) or will they give NOVL another chance. I would like to see lots of announcements of BIG customers upgading.