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

To: Frederick Smart who wrote (24318)	11/18/1998 12:12:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Your right Frederick, As I was saying, there will be luls in NOVL in the furture, but this is the period of the year that I have been predicting since March to be NOVL's Pheonix - because of a lot of factors. In fact, NOVL has received a big boost from other factors that I didnt predict in March. Thhe biggest factor is the NDS acceptance by most of the largest switching vendors. I will also agree with you that MSFT institutional managers are going to start getting nervous on their over-weighted position in MSFT (especially in light of the huge announcement yesterday). Yesterday's announcement should hit home to MSFT investors the reality that MSFT could actually lose on the DOJ case. I think many have naively convinced themselves that MSFT would never be allowed to lose. The reality has now hit home. Lets say it has been a fun morning at the MSFT board. Toy

To: Frederick Smart who wrote (24318)	11/18/1998 12:50:00 PM
From: Roger Lagerquist	Read Replies (1) \| Respond to of 42771

There we go again, 10 trades in a row at 16.25 ask. 8,000 shares in 4 seconds. C'mon folks, if you're going to sell, at least hold out for 16.50 or 17.00. Yeah, I know, pride goeth before the fall. But don't we deserve a chance to gloat just a little bit? Why isn't anyone criticizing Eric Schmidt for not buying shares on the open market? I'd say he's too focused on making the company succeed to pay attention to his personal well being. Besides, the answer is that he already has plenty of Novell options. Now they're worth... Let me check. It's been a few seconds.