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

To: Paul Fiondella who wrote (22263)	5/24/1998 3:30:00 AM
From: Steve Fancy	Read Replies (2) \| Respond to of 42771

Hi Paul, it is looking a lot like MSUSA. I believe Novell has a chance to remain a player however. Sentiment must be at a 5 or 6 year high. The great products stuff has always been there, but street interest seems recently aroused. Has anyone ever answered the question, who is marketing Novonyx products? Does anyone know anyone running a Novonyx product, or are they bundling them with Novell products these days? Last time I asked this question, I guess I came away feeling that Novonyx didn't do it, and per Eric Schmidt's comments, Novell didn't do it. sf PS: I agree that "Tutu" is still calling the shots. He has to till after the lawsuit anyway.

To: Paul Fiondella who wrote (22263)	5/24/1998 12:20:00 PM
From: Spartex	Respond to of 42771

Paul: I just don't know about the exact path MSFT will take, share-price-wise, as well as how the legalize will play out here. If I'm going to place a bet with uncertainty, I'll going to stick with Novell, thank you. And please, do you think Schmidt needs Orrin Hatch to protect Novell against NT5?? It might help, but ultimately I believe that Schmidt will put together a powerful strategy of partnerships and marketing that leverage the superiority of their product-pool into the marketplace. This is a very interesting development to watch, I must admit! A real chess match between the big Gorilla MSFT versus the stealth strategist Spider, Novell, (I know you're laughing at these words now!! ggggg), who just may weave a web around NT that captures quite a nice piece of the growing networking pie before one knows what hit them. Off course Paul, we're all aware that the quarter to quarter numbers need to show evidence of this before one can declare progress. I believe we're moving that direction over the next 2 quarters, as many here have stated. Regards, QuadK