Novell (NOVL) dirt cheap, good buy? Message Board

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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Don Earl who wrote (17469)	9/22/1997 8:00:00 PM
From: Jim McCormack	of 42771

Don - Good detective work... How you get those guys to give you any information at all is a victory all by itself. "Sell through" at 135 million for Q2 and that is 60% of the book.... Hum.... So that makes the the total 225 per quarter if we use the 2nd quarter number. We did get a good clue.... We can now tell if the "Stuffing is Back" if the inventory on hand rises from 45 days. This is a critical stat to watch - That is if they will give it to us again after this quarter ends. Another clue, this time with last quarters numbers - if Channel and Direct revenues will balance by year end 50 - 50 then the last quarter 91 million (NO Channel) which was 40% of sales will be worth 99 at 50% and if the "Channel" is worth another 50% thats another 99 million for a quarterly total of 198 million. Very interesting... We will have to wait and see. Jim

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