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

To: vibaby who wrote (25034)	1/17/1999 5:42:00 PM
From: DJBEINO	Respond to of 42771

Novell provides full consumer service in Brazil Novell has recently opened a consumer service facility in Brazil. It will operate 24 hours a day, 7 days a week backed by a well-developed infrastructure. It will be similar to the one the company owns in Utah, US. The Brazilian facility demanded investments of US$2mil over a 12-month term. It will start providing services to the other Latin American countries as of the 2nd semester of 1999. Software developer Image Pro acquired the Rio de Janeiro-based softwarehouse Open Office, which had its tradename changed to Image Pro Rio. Image Pro posted aturnover of US$5mil last year. Image Pro Rio is predicted to grow 60% in 1999.

To: vibaby who wrote (25034)	1/19/1999 8:57:00 AM
From: Spartex	Respond to of 42771

Thanks viababy-- <<KANGAS: Cadence Design (NYSE:CDN), Parametric Technology (NASDAQ:PMTC), Novell (NASDAQ:NOVL), just all kinds of winners in there and you're staying with them all? MORROW: Right. There's none of those that I would delete at this moment. Some new ideas that I like are Lam Research (NASDAQ:LRCX). They're in the semiconductor processing equipment. KANGAS: Trades NASDAQ? MORROW: It's NASDAQ. Its symbol LRCX. KANGAS: OK. MORROW: Adaptec (NASDAQ:ADPT). They're in the hardware and software products, symbol ADPT, again>> Interesting that Morrow recommends ADPT now near 25 bucks, when an early bird could have scooped it up in the single digits just 3-4 months ago. Same is true for LRCX, was in the 11ish range in Oct. But I just heard that LRCX just said: << late Monday it expected a $53.4 million second-quarter charge. The shares closed Friday at 28-7/16 >> Not sure if this is unexpected news at this point. Nonetheless, if Morrow was buying these fellows, and NOVL heavily in Oct. he's done very, very well. Regards, QuadK