“This column last discussed Novell in detail on Feb. 23, 2004.
At the time, I thought the stock price could increase long term but
wanted to hold off buying the stock in the intermediate term (a few
months), since I thought it would languish for a while. My
intermediate-term caution was largely due to three factors.
- “First, my continuing bearishness on the broader market
originally discussed in this column on Jan. 14, 2004 and again on
March 10.- “Second, my view that Red Hat stock, trading under RHAT on the
NASDAQ, would continue to outperform relative to NOVL–which it
has…”
Related Story:
IT Manager’s Journal: IT Investor’s Journal: How Novell is Becoming
a True Linux Play(Feb 24, 2004)