Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frederick Smart who wrote (23211)	7/24/1998 2:09:00 PM
From: DJBEINO	Respond to of 42771

the AUG98 12.5 calls (symbool: NKQHV)traded 1904 contracts with OI 9290 one bought 1000 @ 5/8 another bought 750 @3/4

To: Frederick Smart who wrote (23211)	7/24/1998 10:24:00 PM
From: Spartex	Read Replies (2) \| Respond to of 42771

Frederick: Your enthusiasm and ideas are great. But with all due respect, I'm getting lost in the overly descriptive, metaphorical and lengthy content of your vision and belief of how things in the enterprise should unfold. If I have it right, busy businessmen want a crisp one pager to get the essential points across. Anyway, I think Schmidt is acutely aware as anyone else in this internet software business that the iron is hot, and he better continue to strike it as many damn times as possible before it cools. I believe the progress is starting to show. Thats great that you're pursuing venture capital-type investments in this area of technology. Its an exciting time for sure, and MSFT will eventually find that their "closed system" approach will ever so slowly drag them down in the face of open architecture. Too bad you weren't able to meet with Schmidt. I wouldn't have wanted to miss that opportunity if at all possible. I have to go look back at the book by Nesbitt, "MegaTrends" written some time in the 1980 period, or earlier I believe. His vision of us going from an industrial based economy to an informational based one was beautifully articulated 15 years ahead of the wave. There are going to be lots and lots of ripples that will move out from the splash of the current internet phase. Looking forward to seeing Novell as a key player. Regards, QuadK