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

To: Dieter Koerner who wrote (26462)	4/5/1999 1:08:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Rumors hitting NOVL There have been many posters I have seen over on other threads trying to spread the Schmidt rumor. Today on CNBC they had a stockpicker saying NOVL was overvalued and analysts were playing down this quarters earnings etc. This stock is now heavily traded by speculators. Many of them went short the stock during Brainshare figuring on a post Brainshare correction. Didn't much happen did it! By the first day of Brainshare the stock had done its correcting. So they have to talk the stock down if they can. Send out the flacks etc. or buy back in at a higher price. =============== NOVL often gets bought on rotation. Keep in mind that if NOVL continues to produce decent earnings increases the day will come when the fundamental question will be answered about REVENUES. We have a very decent shot at getting a positive answer. When REVENUES GO UP, the last doubters will fall into line. The safe money will move into this stock. Nearly any earnings report from now on could bring this action. I want to be holding the stock when that happens.

To: Dieter Koerner who wrote (26462)	4/5/1999 1:12:00 PM
From: Don Hurst	Read Replies (1) \| Respond to of 42771

FWIW. No idea about HP rumor but today after a positive start for Novl it is moving down. Don't know if this had much effect but at about 11 this am during Stock Pickers segment on CNBC, a money mgr (name I did not get) in answer to callers Novl request said that he would sell Novl at these prices because of big runup and the streets current downgrades of Novl earnings???. As you might guess, he added that best software pick is MSFT. Regards, Don