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

To: ToySoldier who wrote (25784)	3/5/1999 9:06:00 AM
From: Spartex	Read Replies (2) \| Respond to of 42771

RE: Meeting today in San Jose "only" from yahoo NOVL thread... I have heard from friends in Novell, Ut that the "mandatory" meeting tomorrow is actually a Town meeting for the San Jose employees where Dr. Schmidt will talk about direction. Similiar meetings will be held in Ut next week. He holds these meetings on a regular basis. If it were anything major, all employees would be notified at the same time don't you think? Thanks, B_man post.messages.yahoo.com@m2.yahoo.com

To: ToySoldier who wrote (25784)	3/5/1999 11:04:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

I must object A NOVL buyout would be good for NOVL, provided Schmidt was in control of the resulting entity and got more resources to plug into internet related products. HP is how many time bigger than NOVL? The stockholders of course would benefit immediately and immensely from any takeover. I think this is a clear illustration of the differences in point of view of someone like yourself who wouldn't benefit from a buy-out because you don't own any stock and someone who owns the stock equivalents and would, like me. That said I think you have to go back to the fundamentals of the company. It sells an NOS in competition with MSFT. IT has better products but is up against a monopoly. HP is not DEC. HP is number two in servers, ahead of IBM and behind SUNW. I'm not sure NOVL would benefit HP. I'm also not sure that NOVL can pull off transforming itself from a NOS company dealing with IT departments to an internet company selling plug in servers. Just some food for thought.