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

To: DavidD who wrote (23360)	8/4/1998 1:16:00 AM
From: Jack Whitley	Respond to of 42771

<<What would IBM (or MSFT - if it wasn't a anti- trust issue) pay for that?>> We would all be a lot richer if it were not for MSFTs anti-trust scrutiny. Bill would pay a super - rich premium to absorb NOVL. For one thing, they've embarrassed him. They not only built a robust directory (that is shipping) for their network operating system before he could build one for his, they also built a directory for HIS network operating system before he could do it himself. Bill has certainly outmarketed them so far and he has the most money, but I suspect, as someone who perceives himself as a technical icon and pacesetter, he feels he has been humiliated by NOVL, especially in the eyes of really smart technical people. I do think this situation has been the driver behind the recent realignment at MSFT. Second, I think he would pay a whopping premium to own Novell NOS source code regardless of NDS. But it can't happen, it won't happen. I do feel concern when I read of "talks" between Bill and Eric. I just hope Eric has read his history books and treads very carefully. jww