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


To: George Papadopoulos who wrote (26149)3/20/1999 8:03:00 AM
From: EPS  Read Replies (1) | Respond to of 42771
 
FWIW. Expect more. Apart from the extremely bullish fundamentals which we continue to discuss at great lengths here, there are a number market factors, each reinforcing the other, that could have an explosive impact near term..

0) Mindshare or should I say Brainshare.

a) Rotation. Note that money is probably flowing to NOVL as people leave those leading tech stocks that currently are not performing according to street expectations..

techstocks.com

b) Window dressing is coming again. Managers cannot afford not to have *the* winners in their portfolios.

c) Momentum players coming in..

d) Upgrades. It is unbelievable but right now there are relatively few analysts covering NOVL. This should change in short order, I think it is reasonable to expect more upgrades.

In conclusion I think that there is a good probability that my April 30's will not be out of the money by expiration.

Have a good one!

Victor