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 (21027)	3/12/1998 6:49:00 PM
From: vinod Khurana	Read Replies (1) of 42771

Hello everyone....it has been a while since I posted a message here on the NOVL board. Basically, I took a hands off approach and stood back to see without getting emotional about the day to day strings just where this company stands as far as its future is concerned. We made a move to $11 in February and not quite as high as $12 1/2 which I have been waiting for so long. Seems like the new 52-week high is under $12 1/2 which I believe the stock is slowly going to test in the months ahead. As far as the market share of NetWare is concerned, I do not see any improvements in the near future but instead see a further decline. Windows NTS is hotter than ever. In Florida where technology tends to move fairly slowly in comparison to the west coast and east coast, many shops still have NetWare 3.x and NetWare 4.10...BUT are looking to migrate to NTS because everybody else seems to have done so. The outlook in my opinion on NetWare 5.x is dim and for Windows NTS very bright. I believe that after all the carnage, NetWare will hold no more than 25% of marketshare by the year 2000 and possible evn lower to 20%. Windows NT and Windows 95 on the desktop makes it very compelling to migrate the server O/S to the same. Makes sense for many reasons. Windows 5.x ..... that is where we are all heading. NetWare 5.x .... that is NOT where the world is heading. We will see within 18 months where we stand....but one thing for sure, NetWare market share will be much lower then than it is today. The MSFT machine is to powerful a force. SAPHY (NASDAQ) is another to look at. It will start trading on the big board in the fall. Buy it whilst it is cheap ($125 - $140/share). Training classes for SAP are all booked until third quarter and at $10,000 for a 4 - 5 week course in which they teach you only 1/20 of the package and little to no competition in this client/server app., goes to tell you why SAP is invincible for months to come (check out their web site at www.sap.com). SAP, MSFT, ORCL .... now thats the place to be. V.K

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