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


To: Paul Fiondella who wrote (24989)1/15/1999 11:31:00 AM
From: Spartex  Respond to of 42771
 
<<What is different now is that everything rides on one figure --- Netware sales. For that a well connected analyst can be useful.>>

I completely agree. I wasn't considering the past in my earlier statements, so I can see now where you are coming from. The ML analyst too, is sticking his neck out a bit. I have a sense that these few analysts are becoming more assured with the way Novell is disseminating their company information and its accuracy. Yes, quite a change from just a few years ago. But like use longs of the past year, we currently believe what Schmidt's been doing is right and that his vision and business model will lead to much success.

Regards,

QuadK