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

To: EPS who wrote (21862)	5/5/1998 10:27:00 AM
From: ToySoldier	Read Replies (2) \| Respond to of 42771

Victor, From what comments I heard about that presentation, Schmidt did not read the audience right and spoke at the wrong level with the wrong agenda. I wasn't there so I cant say for sure. It looks like Schmidt provided a "Brainshare" type speech to these Money-Managers. As for the company and the current stock - NOVL is in a predictable lul period in the stock price. I predicted this in March. I would say in the next 2 weeks as we all get closer to the next quarter figures release and the release and hype of ZENworks, this stock price will again begin to rise. By the end of June and into summer, the stock should be finally breaking the $11 and begin its climb as NetWare 5 get the anticipated Rave reviews I would expect it will likely get. So lets not be a fair-weather investor. If you are LONG on NOVL then you should be taking this dip in stride. If you are a speculation investor then you should have been out and in on NOVL stock a few times (currently out). If you are a SHORT on NOVL then - why are you here on this board? Toy

To: EPS who wrote (21862)	5/5/1998 10:30:00 AM
From: Roger Lagerquist	Read Replies (1) \| Respond to of 42771

And yet, things are looking up on the technical side: biz.yahoo.com We all criticize Microsoft for selling hype and promises, while delivering half-baked products. Novell is building up a solid base of products; delivering solutions that work NOW, not sometime in the indefinite future. The big test will come when Novell has enough new products available that they will shift into "promo" mode and sell their story. Some will say it's already too late and Novell doesn't know how to do it. Let's hope that Novell isn't relying on the "if we build it they will come" approach. We're a patient bunch, though, aren't we?