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

To: ToySoldier who wrote (23997)	10/20/1998 2:25:00 PM
From: DJBEINO	Respond to of 42771

Novell Inc. (NOVL) 13 1/16 +1/16: Preferred Capital Markets maintains "strong buy" rating on network software provider as yesterday's announcement of the Lucent Technologies (LU 77 11/16 +1 5/8) deal is a sign of more good things to come; since directory enabled networks are the stuff of the future, most especially for network equipment companies, it is smart for vendors to be prepared to support the finest platforms in the business for building distributed, Internet driven, business networks; has a 12-month price target of $20 a share

To: ToySoldier who wrote (23997)	10/20/1998 5:33:00 PM
From: waldemar cyranski	Read Replies (1) \| Respond to of 42771

TS & Edward, you both have excellent grasp of what NOVL should do to take advantage of the Lucent deal.....why not prepare a similar suggestion and send it to the NOVL Board and operating execs?? cant hurt.....I'd rather think they failed later on for reasons other than blindness to suggestions from knowlegeable users and stockholders...whats to lose????? I salute your efforts....Thanks, Waldy

To: ToySoldier who wrote (23997)	10/21/1998 8:45:00 AM
From: Edward F. Horst Jr.	Read Replies (1) \| Respond to of 42771

I have great confidence in Eric, and have been an investor almost from the beginning of his tenure. One thing I try to do is assess Novell under his direction, looking forward. Many seem to have the tendency of pointing out what happened at Novell previously. No correlation in my mind, and Eric's results have reinforced my confidence. I'm confident that Novell will stay on top of the Lucent, and similar opportunities, to gain market and mind share. Sometimes in such a competitive situation where Novell has been competing with a phantom product, it is necessary for the two competing technologies to be graded by how they actually perform in the enterprise. Having a Cisco, for example, blink or have to reverse course due to pressures from their customers and sales force, is much more powerful than anything Novell could do or say. If NT scales, fine, the buyers have two excellent choices. That's what the free marketplace is supposed to be about, right!