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

To: ToySoldier who wrote (25530)	2/19/1999 3:26:00 PM
From: Paul Fiondella	Respond to of 42771

Well I suppose the biggest thing with MSFT is its valuation Every other stock has taken a valuation hit except MSFT. Eventually their earnings potential will be affected by Win2000 delays.

To: ToySoldier who wrote (25530)	2/20/1999 7:16:00 AM
From: Frederick Smart	Respond to of 42771

The MSFT Break-Up Premium.... >>Looks like something has finally soured the taste for buying into MSFT. The trial's impending decision favouring the DOJ? IBM's recent Linux support? The media taking a ton of hits at MSFT over the weekend? It looks like the tide is turning for MSFT and its favourable view by stockholders.>> Toy: Even as MSFT begins to harvest all the crap they've cultivated over the years with their anti-competitive/mafioso business practices, the current stock price does include growing speculation that the parts are greater than the whole. If and when Microsoft breaks up, the parts will have a huge feast as they eat the weakest of their young. Where the cash goes is the big question? One BIG problem with the beak-up theory is the growing speculation that Microsoft has cooked their books for some time to squeeze more leverage out of their growing stock option liabilities with employees. This is a dark secret which only a full blown financial fruad investigation can discover. This is only speculation, but with the DOJ case, the California Class Action and other suits to follow, I'd bet the wolves get inside the MSFT financial machine and eventually expose the dark secrets that have driven them to mirror these values in their business practices with the world. There is one other case I am following with interest with similar outlines: the LG prepackaged bankruptcy with Zenith. LG bought and bribed their way into wiping out Zenith's public shareholders with a prepackaged bankruptcy filing with the SEC last year. Zenith's underlying technology in digital HDTV transmission is on the verge of really taking off - which exposes LG's fruad with each passing day. I've been out of Zenith since '97, but am watching the case with great interest for the only way LG can get out of it's mess is by bribing the Clinton administration to force the SEC to look the other way. I think similar lines are appearing in Microsoft's position. Washington loves money and the only way Microsoft and LG have a chance of getting relief is that they somehow begin to cough up money to protect their interests. The Clinton administration is very good at finding sources of money from companies worldwide who are seeking market access or relief. I think we've institutionalize a whole new ball game in the political campaign finance world. The age of Techno-Political financing is upon us. As the '96 election proved, it's next to impossible to uncover these abuses with a compliant Justice Dept in tow. Sorry for the diversion away from Novell.