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


To: DJBEINO who wrote (25889)3/8/1999 11:36:00 AM
From: Paul Fiondella  Read Replies (1) | Respond to of 42771
 
Where HP went wrong

It got into bed with MSFT, the same way that DEC did. Playing the drone to the queen doesn't work. What MSFT got from DEC was Windows NT --- designed by ex-DEC engineers. What MSFT got from HP was an abortive attempt to sabotage JAVA.

About two years ago Dell got the inside track --- corporate server sales (probably special MPU pricing from INTC). SUNW consolidated its position as the web server platform of choice (UNIX). That left HP selling boxes.

Too bad.

=========================

During this period I didn't see HP doing a thing for Novell.



To: DJBEINO who wrote (25889)3/8/1999 11:50:00 AM
From: Spartex  Read Replies (1) | Respond to of 42771
 
<<Barron's posited that the stock could zoom from the current $20 to nearly $80 later this year>>

Interesting read, but the Barron's quotes from Stephen Dube, and Hedge fund manager of Soros' money only mentioned $80/share in five years not ONE.

So, either this guy, David Sterman, is "hyping" Novell or just hasn't got his facts straight due to poor editorial staff.

Wow, 21 million served (traded) and its not even lunch!

Regards,

QuadK