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

To: ToySoldier who wrote (26229)	3/23/1999 10:17:00 AM
From: rudedog	Read Replies (2) \| Respond to of 42771

I posted this buy on the CPQ thread. NOVL has clearly turned the corner in perception - not a NOS company any more. I expect increasing engagement with the big OEMs around dedicated products and also rapid acceptance of NDS as the directory service of choice. I am thinking of moving some of my CPQ and DELL holdings into NOVL also. I think the percentage gain in the next few quarters will be much better than the boxmakers, especially DELL who seems to have lost their glow on the street (although DELL's underlying business and management direction is pretty solid). As you know, I am a believer in MSFT stock performance and not particularly an advocate of their philosophy. The shift at NOVL away from confrontation with MSFT and into leverage of their ability to move quickly and execute in areas that MSFT can just not get into is a good use of NOVL's core strengths.