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

To: ToySoldier who wrote (22229)	5/22/1998 11:37:00 AM
From: Mike Houston	Respond to of 42771

I listened to the call as well. Schmidt knows what he is doing. I am holding my pretty large position, and will buy more if it goes below 10.5, and be happy if it never goes below that again, which is pretty possible. My sense from the IS clients I have is that we will be living in a hetereogenous world, and that NDS and related products will be one key part of that world. Novell will be at $25+ in 12-18 months if we have a neutral/positive market. Netware 5 and NDS for NT will be a powerful combo driving massive upgrades, with continued Internet growth driving demand for these core products and key extras such as Border Manager. I really like this stock, and see no scenario for a significant downdraft.