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

To: EPS who wrote (24816)	12/30/1998 3:20:00 AM
From: E_K_S	Read Replies (3) \| Respond to of 42771

Hi Victor: Have you sold any of your long positions on Novell? I am looking at having my final position called away from me in January. I sold the $17 1/2 calls for $ 1 1/2. Last March I sold my large position in Novell and was paid $2.00/share to buy SUNW stock at $40.00. Last time I looked SUNW was trading at $85! I still believe that SUNW's management is more focused on growth and is more of an INTERNET play that Novell. I am not convinced that Novell has found a solution to expand their revenues with new products and really do not believe Netware can grow like it has in the past. I feel lucky that I was able to lock in an annualized 20% gain on my current Novell shares even though I had to hold on to them for about three years. As far as new monies, I am looking at PSFT, AFCI, MYLX and SJW. SJW is a value play and the others are special situations that IMO will yield a better (or equivalent) return than Novell going forward. Are there any other technology stocks that you are presently buying? EKS

To: EPS who wrote (24816)	12/30/1998 10:58:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Post your trades here and I'll believe you. You see once upon a time when people here were for real we always observed full disclosure. If somebody asked me whether I was short the stock I told them the truth. Its still about telling the truth. [For those interested I post what I do over on ragingbull.com.] People who hype a stock and are selling it at the same time will do anything to avoid full disclosure. Honest people always disclose. So where do you fit? =========== I'm not interested in how much your portfolio went up but when you traded and what. As I pointed out to Mr. Smart the day before NOVL's earnings announcement, I saw the pros shorting the stock. You guys were hyping 20. Who made the money? And even more were selling when you were telling everybody here to buy. So were do you fit.