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

To: Frederick Smart who wrote (26276)	3/25/1999 10:22:00 AM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

Short interest in NOVL increases dramatically NOVELL INC March 15th 9,634,430 February 15th 8,467,606 change up 13.8 average daily volume 8,801,645 This is the first dramatic up move in months and it is not good news. What it means is that NOVL is in the grip of the traders who are betting that the buzz over Brainshare and the run-up in the stock will give them a trading opportunity --- short the stock, buy the calls. This time they could be wrong. Since Novell is about to begin making some money off of Bordermanager and caching products. ============= NOVL is down today in a pure rotation move. I can see it in other stocks that were down yesterday and up today or vice versa. This pattern may not last out the morning.

To: Frederick Smart who wrote (26276)	3/25/1999 11:57:00 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Fredrick, You've hit the nail right on the head. I do know that AOL is looking to move from proprietary to internet standards within the next 2 years hence the NSCP buy and deal with SUNW. There are plans to scrap the current proprietary content engine and move to a Java/HTML/DHTML based system that will be open. Even email is moving to POP3 (Netscape Mail or Sun's Mail servers). I think they may have gotten religon over at AOL but I'm not sure if they will be able to pull it off. You are right, the main selling point for AOL was the ease of use so unless they can bundle the right products together to create a seamless online experience based on internet standards, they will lose their "King of the Mountain" title. Then again, AOL sees the TV settop box (a la WebTV) as the real seller for eyeballs. Most people don't need a PC just reliable, easy to use access to the internet so a thin client or AOL TV settop box would be enough. I think that's where they really want to go and then later, they will converge the internet and TV access into one media company. Bookmark this post and let's revisit it in a year or two :) I do have reliable information on this, I just can't produce documents to prove it just yet. Have a good day! Peter Strifas