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: E_K_S who wrote (24290)	11/17/1998 9:21:00 PM
From: Frederick Smart	Read Replies (2) \| Respond to of 42771

I Miss Paul!! It's so ironic that he's hiding out on the Raging Bull thread. I posted this over there today.... Ah, the memories Paul... By: Smartbandwidth Reply To #436 by Fiondella Tuesday, 17 Nov 1998, 7:12 PM EST Post # of 441 Hello Paul: Nice to find you once again. You were in high form when the market looked like it was about to head in the toilet forever. Somehow you disappeared from SI. Perhaps because the markets reversed. This is how I called it when you were shouting your bearishness from the rooftops. It's only fitting that you also left the SI Novell scene just as the stock finally got some legs in the second move to conquer the $13 and change level. As a positive guy I miss your counterpoint. I'm not planning on spoiling your forum over here. Just wanted to wish you well. =========== To: ToySoldier (23639 ) From: Frederick Smart Thursday, Aug 27 1998 11:18PM ET Reply # of 24288 I'm In Total Shock From the Ferocious Terror Out There!!!! Pure Fiction...... "I confess I was wrong to be so bullish. Wrong to support Novell's turnaround. Wrong and foolish to constantly come back to the well and stay with this market and Novell in particular." "We are all heading to oblivion. The embarrassment of Clinton's example and a total lack of credible world leadership has put us all in jeapardy. I expect the stock market to continue in a protracted decline that will wipe out 80% or more of equity values. We are 6 months away from a recession which will decline into a full blown depression." Golly, I can even scare myself writting such stuff. Now I know why Paul is so negative. Is that good copy Paul? I've saved it just for you. Truth Let's let the smoke clear and regain our composure. I remain committed to this market. The waterfall-reflex action in the move under the S&P's 200 DMA made for a great show. Bearishness is rampant. Cash is high. The pressure on the Fed to ease is growing day by day. From here on out, cheap bandwidth is going to drive and explode everything. Low prices and a memory/chip supply glut that's slowly turning means that technology revs will be fueled by the deployment of digitial IP-packet fusion of audio, video and voice data across these blazing fast and growing integrated public fiber pipes that will be activated.

To: E_K_S who wrote (24290)	11/17/1998 9:27:00 PM
From: Frederick Smart	Respond to of 42771

Posted on Raging Bull..... As I said, I miss the counterpoint. Paul was a great weight on our collective shoulders. When he left this thread I took it as a bullish sign - same way I felt when Joe Antol left last Fall/early winter. We will have to find our next bear to gore....... The wall of worry is requirement before we can go higher. I noitced some of the old Novell bulls have also turned into "drag bears" over on the Raging Bull. By: Smartbandwidth Reply To: NoneTuesday, 17 Nov 1998, 9:10 PM EST Post # of 441 Yesterday...All My Troubles Seemed So Far Away...... Chicken Little???? By: Fiondella Reply To #13 by Fiondella Monday, 31 Aug 1998, 4:10 PM EDT Post # of 440 Those with profits in NOVL sell their stock! No surprise. If you check out DELL you see that anyone with any profits in the market is taking them today and getting out before there are none left! The depth of retail selling has yet to be gauged. If the public picks up their paper tomorrow after an overnight decline in Asia and Europe we may see another panic as we saw last Fall---a steep sharp drop of another large % on the opening. Where does this leave NOVL? For one thing it is still well above its 1998 low of about 7 but it hit the 9 1/2 level --- a major interim low that corresponds to an erasure of all of the 1998 market gain . From here down it is back into Novell's particular severely depressed territory, that is we start to eat away at all of the gains due to the real changes brought about by Schmidt at NOVL. Timing is important here but NOVL has good prospects of bouncing back if you can catch the falling knife.

To: E_K_S who wrote (24290)	11/18/1998 7:09:00 AM
From: EPS	Read Replies (2) \| Respond to of 42771

NYT, November 18, 1998 Novell and Cisco Set Broad Compatibility Accord By JOHN MARKOFF AS VEGAS -- Novell Corp. and Cisco Corp., two major players in the computer networking industry, will announce Wednesday that they have agreed to make their software and hardware broadly compatible. The move is seen as a victory for Novell in its effort to halt the advances of Microsoft Corp.'s Windows NT, an operating system that incorporates office networking technologies, a market that Novell once dominated. Directory programs that permit computers and computer users to track the location of network resources have become increasingly crucial as business networks have grown to include tens of thousands of computers, printers, servers and disk storage systems. Cisco, the largest player in the market for network routers and switches, has previously agreed to support Microsoft's Active Directory service for office networks. However, both Microsoft's Windows NT and its Active Directory software projects have suffered lengthy delays and will not be available until sometime next year. Novell has refined its Netware Directory Services, or NDS, software and has struck compatibility agreements with both Lucent Technologies and Nortel, two other makers of computer networking gear. "Cisco's customers pushed very hard for a directory deal with Novell," said Novell chairman and chief executive Eric Schmidt. "This permits both management and remote configuration of Cisco routers and switches from our software."