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

To: E_K_S who wrote (25971)	3/11/1999 12:30:00 PM
From: Paul Fiondella	Respond to of 42771

Of course the obvious benefit to NOVL of a HP buy-out would be more resources. More money, more engineers for more directory based products. See the Lotus buy-out except with Eric Schmidt as CEO --- IBM just took the engineers. The biggest problem with this scenario is how do you get NDS accepted as a standard if it is being pushed by HP? IBM, SunW and everyone else has no incentive to cooperate. HP has a very bad rep with regard to standards. They tried to undermine Windows when it first came out with their own screen manager/user interface. They tried to sabotage JAVA. I doubt whether anyone would cooperate with them. As to SunW, McNealy is too cheap. Given the inflated SunW stock price (remember their LA exposure) the buyout would have to be well above $40. I favor a tie up with LU. Those folks over at CSCO must be running to the medicine a cabinet for the antidote to a scorpion sting now that MSFT is pairing up with COMS. ================== Meanwhile NOVL has broken through 24.