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

To: Paul Fiondella who wrote (22106)	5/19/1998 7:06:00 AM
From: EPS	Read Replies (1) \| Respond to of 42771

Improving on Salah's "Turn Around Talking Points" Look for 0. Good Reviews for new line of products. (yes) 1. Strong Interest in Software Developers to collaborate with NOVL. (Yes) (This is a central issue which was overlooked in the analysis) 2. Increasing number of new strategic partnerships with industry leaders (e.g. CPQ) (yes) 3. Sequential Increases in the Bottom Line. 4. Analysts Revising Earning Expectations Upwards (Yes for second consecutive quarter) 5. Continued stream of upgrades by Analysts and MMs (Yes) 6. Media Talking about a turn around (The Economist, Washington Post, NYT, Barron's, CNBC..) (Yes) 7. Competitors seen weaker for whatever reason you like (yes) 8. Market starting to like the story (yes..) (Ultimate test) -------- Radicals? Good you read that. Planted the story to steer you to the right age group I belong to. No bubblegum for me anymore.. ------------------------------ From Red Herring GODZILLA AND THE EMPIRE STATE NEW YORK, NEW YORK -- My primary mission in New York this week was to be ready and smiling -- at the front of the line, no less -- at our fifth anniversary party on the top floor of the famously cool Puck Building at Lafayette and Houston in the heart of SoHo. The Fish Pack were there in droves, ready to shake hands, slap backs, and generally suck up to some of most important editorial sources and biggest advertisers. And after sucking up, we sucked down at the Pravda Bar downstairs. ------ Will decline on the options you suggested. Too risky. Clever people I know used the global confusion about currencies yesterday to make money with T Bills and selling Gold short! I'm late!