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

To: George Papadopoulos who wrote (25819)	3/6/1999 11:13:00 AM
From: Spartex	Respond to of 42771

Database-integration tool: Novell smooths database access infoworld.com OT- but related writeup in today's Wash Post Business section-- James Gribbell, a portfolio manager at David L. Babsoon & Co. in Cambridge, Mass., which manages $20 billion in assests, said that he has been aggressively repositioning funds in the last two weeks. He has scaled back on commodities and beefed up on technology, pushing that section of his portfolio from 20% to 30%. However, the emphasis has been away from personal computer-related companies and toward investments in telecommunications firms that are related to the growth of the Internet, such as those building networks to help link people to cyberspace =================================== Maybe he'll take a look at Novell, too, come Monday morning. Regards, QuadK PS: George imagine 700" of snow!! That's what Mtn Baker has gotten this year in the Washington Cascade range. Boggles the mind! On the valley side, Corvallis has counted 95 rainy days, while Seattle has rained in at 90, which is a record for gloom in the Emerald City. Hmmm, is that why Gates is so cranky lately? Don't know, but many years ago the Northwest coined the term "liquid sunshine" to deal with their winter weather. LOL!

To: George Papadopoulos who wrote (25819)	3/6/1999 1:08:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

George, The term SCADS was changed from SKADS which stood for "Scaleable Kick Ass Directory Service". It was an internal nickname for their NDSv8 that will be its real name in the next week. The term had to be watered down for obvious reasons - so K switched to C (Kick Ass to Sca-leable). That is how I heard it. So you wont see the term SCADS for much longer (I hope). Great PR article for NOVL!!! Your right that there is nothing new for us that are in the know, but it will be real WAKE-UP material for many of the Wall Street investors that didnt know the gem that was hiding in the Internet sector. I am starting to think maybe my $30 by end of year might have been a bit tame. But I am still sticking to my Jan1/99 prediction for end of year. Enjoy your Monday LONGs - you deserve it! toy