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

To: DJBEINO who wrote (24972)	1/13/1999 4:50:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

IBM has shown no interest in Novell. It hasn't even pushed any of Novell's products. So there is really no basis for speculating that IBM has any interest in Novell. The best company is Lucent or Cisco now that it appears MSFT is going after Banyon's "directory". SUNW is too cheap and Larry is on his boat with ORCL. I believe in the NOVL takeover strategy. Remember they have a poison pill in place and already rejected IBM once. Are you prepared for a disappointing quarter? say where your stock is worth 11 again. Only that would force the BOD to face the takeover music. Your're dreaming. (I like the dream.)