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

To: stan roberts who wrote (23356)	8/3/1998 6:24:00 PM
From: Spartex	Read Replies (1) \| Respond to of 42771

Stan, Thanks for your reply. I tend to also assume the $0.40 cents or better number for 1999 earnings as well. Also, a lot of my forecasting is really relying on the extrapolation of upside surprises (product growth, marketing, execution of sales growth) by CEO Dr. Eric Schmidt and the fact that Novell could sport a higher P/E potential similar to some of the internet stocks (e.g. AOL, YHOO, although I'm quiet aware that it doesn't have revenue growth like these companies). I just see a lot of untapped opportunity for Novell products (NW5, NDS and BorderManager) in the ISP's and telephony markets that Novell's new board person Reed Hundt could help in expanding. But I must be quite honest in saying that my average price for buying the stock is under 8 bucks, so I'm not one to tout Novell is super cheap as it was earlier in the year. Still I find that it holds compelling value going forward with Schmidt at the helm. Time for me to check out your link. Thanks. Regards, QuadK