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


To: EPS who wrote (21939)5/10/1998 6:38:00 AM
From: EPS  Respond to of 42771
 
"- By comparison, a similar question asked four years ago had Novell leading
all vendors, with 32% of resellers citing it as the company offering the best
training. At that time, Microsoft was in second place with only 18%. This
year, Novell fell to fifth place, at 8%. Compaq, which ranked fourth,
narrowly led at 9%.

- In a related question, 74% of respondents cited Windows NT as a
technology or product they planned to receive training for this year, the most
popular of eight categories presented. That result corresponds to the growing
deployment of NT in businesses. Other leading categories in which resellers
are seeking training include computer-telephony integration (36%), servers
(33%), and Java (30%)."
techweb.com



To: EPS who wrote (21939)5/10/1998 7:14:00 AM
From: EPS  Respond to of 42771
 
"When a publicly traded company says it will buy back some of its stock, the reaction on Wall
Street is almost always positive. Even if analysts were not enthusiastic about the company
before the announcement, many investors cast aside caution and dive in, on the theory that no
one knows better than the company's management whether a stock is a bargain and a good
investment. Are they right? "
.............
"Soaring equity markets,
meanwhile, have made stock, not cash, the currency of choice in making acquisitions. So managers can
easily conclude that a buyback is the best way to use cash not needed for internal growth. "

nytimes.com