Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DJBEINO who wrote (25270)	2/3/1999 11:43:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Another take on Chris Stone's presentation "The High Cost of Discretion Then there's the risk of not delivering good news -- especially if that's what the crowd came to hear. Just after Big Blue finished, Chris Stone, senior VP of strategy and corporate development at Novell (NOVL:Nasdaq), took the stage -- only in a much more subdued tone. Rather than touting a hot new product that will compete with Inktomi (INKT:Nasdaq), Stone decided to talk about its directory products, which constitute 80% of the software maker's revenue. "The presentation was terrible," said Tejinder Singh, managing director of Reliance Capital Management, who could not understand why Novell didn't take the chance to hype itself more to investors. "I don't know why they were beating around the bush." Though Singh still believes Novell has great potential, the lackluster presentation failed to sway another fund manager who sat in to see what the company was all about. "No, I wasn't convinced after the presentation," he said, adding that he didn't think he would buy any shares. -- Medora Lee" ============================ The above is from thestreet.com For the record this is Cramer's forum, and NOVL is not on his list.