__/ [ John Bailo ] on Tuesday 01 May 2007 16:54 \__
>
>
http://www.thestreet.com/_yahoo/pom/pomsut/10352864.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
>
> "In our Stocks Under $10 model portfolio, we already have one pure-play
> software name and another with exposure to the shift toward the
> Linux-operating system, so we are not adding Novell to the model portfolio.
>
> However, a number of drivers lead us to believe that shares of Novell
> are an attractive investment in 2007, though not in the top 15 to 20
> stocks that make up our portfolio. The company has done a great job
> revitalizing its prospects by focusing on customers' shift toward
> open-source software such as Linux. "
See the VAR Guy's response to that,
Is Novell Poised for a Turnaround? It Doesn't Look Like It
,----[ Quote ]
| Is this the same Novell that in every quarter for more than a year
| either missed analysts' targets or made disappointing forecasts? Is
| this the same Novell where less than 10 percent of annual revenue
| is actually open source-related? Is this the same Novell that upset
| the open source community by signing away its soul to Microsoft?
`----
http://biz.yahoo.com/seekingalpha/070427/33755_id.html?.v=1
--
~~ Best regards
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