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


To: EPS who wrote (21736)4/20/1998 10:11:00 AM
From: Paul Fiondella  Read Replies (2) | Respond to of 42771
 
I have to stop this!!!

My favorite bank, the Bank of Toyko-Mitsubishi, which Cramer said he was buying big time a month ago, lost 2.3 billion dollars last year.

Go to www.feer.com , the Far East Asia Economic review. They will answer your investment in Asia questions.

Note however that one investor polled by them recommended US Treasury non-inflation bonds at 3.78%. Yep a good yield for a bond and fully protected against inflation.

As to Japan's financial institutions, they still have not done much to liquidate their bad debts, whereas here it was done via Resolution Trust fairly quickly, therefore, you would be better off just sticking to the Japanese export oriented firms that have had fair earnings in the midst of the current debacle.

HIT (because it was beaten down) and SNE (Sony) have been bid up already unfortunately. But just check out what those Asian investment firms are saying after the bust! You'll be six months ahead of the curve.

===============

Good luck with NOVL.



To: EPS who wrote (21736)4/20/1998 10:34:00 PM
From: Eddie Kim  Respond to of 42771
 
Novell sets sights on telcos:
news.com

-Eddie



To: EPS who wrote (21736)4/22/1998 8:03:00 AM
From: EPS  Read Replies (1) | Respond to of 42771
 
While I patiently wait for those guys
making a bundle elsewhere to satiate..
and finally notice NOVL.. here are some
more historical notes (for debate)
on how NOVL lost an early entry to the
Internet and its infinite riches:..

Caldera's origins date back to May 1993, when two
Novell employees, engineer Bryan Sparks, and marketer
Ransom Love, developed a business plan and presented
it to their CEO Ray Noorda to apprise him of their
intentions. The idea was to make the Internet an integral
part of the desktop. Mr. Noorda liked the plan so much
he convinced them to stay at Novell and put a graphic
interface on Novell NetWare. Code-named Corsair, the
project ran on Linux and produced a Web-browser that
ran networked VR well before Netscape did. However,
when Noorda retired, Novell's new CEO Bob
Frankenberg cut back all projects that he felt distracted
from NetWare, including Corsair. Sparks then convinced
a still-ambitious and wealthy Noorda to resurrect Corsair
as Caldera....

Anyone knows more about Caldera?

Victor