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: ToySoldier who wrote (20814)	3/7/1998 2:59:00 PM
From: Paul Fiondella	of 42771

Back to Novell and the timetable you outlined Your points: -1- Novell will go up if MSFT goes down. We didn't see that in December and why should we see any of that type of reaction? NT revenue is estimated at 6.5 billion next year and Novell's is 1 billion. Novell no longer owns the server market. Its no longer one wins and the other loses. NT is in the lower segment and Novell is just holding on to its existing enterprise segment. You will only see this reaction if (a) Novell's web server sales climb dramatically (b) people chuck their low end servers for Novell's. I like to dream too. -2- Novell will have from Q3-Q4 to Q1 next year to pull people off the fence. Netware 5.0 comes out in June/July. Its success will be known in the quarter ending OCtober which will be reported at the end of November. By November MSFT will begin the FUD and hype its NT5.0. How far into 99 do you expect NT5 to be delayed? Do you think MSFT will just let Novell have 3 Quarters to establish its product without a response?

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