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

To: Spartex who wrote (26591)	4/9/1999 11:29:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Another way to look at this article They are leaving the caching market to Novell. Am I wrong. INKT has decided they can't compete with the Novell technology? ================= Incidentally in my opinion Schmidt remains committed to making Novell an internet leader. Just as the engineers in Novell did their part by coming up with new technologies like Zen, digitalme, and Bordermanager, it is now up to the senior management in Novell to look at all of the possibilities of digitalme in the area of end-user to net merchant ecommerce, enterprise to enterprise over the net ecommerce, and digital identity security. Novell can turn what is perceived to be a weakness into a strength. These internet start-up companies have to spin spin spin to get partnerships with real Fortune 500 companies. Novell can approach the same companies with better technology and the security of not being a startup. If I were a senior exec at Novell, I would think how I could use my enterprise relationships to leverage a new internet thrust like digitalme. The old line companies will have to get into the ecommerce game. Should they partner with INKT or NOVL? You tell me which company is for real and which company will empty your pockets.

To: Spartex who wrote (26591)	4/9/1999 11:49:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

What are retail investors doing???? It has been suggested that the following pattern has developed. A tremendous number of people are now used to obtaining 20-30% gains in their portfolios with their entire level of genius consisting of investing in an index mutual fund. Now if you look at the mutual funds those are not the types of returns we are looking at this year in the first quarter. So what stocks are running up with the least amount of research and analysis? which stocks can you invest in and make money without much thought --- virtually any of the pure internet plays. Money is rushing into those stocks creating an even bigger bubble. My own feeling is that companies like Novell which move forward based upon solid technology, will clean up in any collapse of the internet bubble. People are not looking at what it takes to get a company producing revenue on the internet. They think the internet revenue era is already here. Is it? Or is is just a promise and just a beginning. It's just my opinion but I think Novell is going to emerge out of the coming consolidation of the internet industry as one of the big players. You will know what I mean when the Walmart's of this world buy for pennies stocks that are currently flying with the market cap of IBM and the earnings of my local bodega. ================== I expect to see digitalme out sooner than Novell's competitors expect and I expect more retreats from markets that Novell goes after by the fly by the seat of their pants players.