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: PJ Strifas who wrote (27201)	6/17/1999 9:34:00 AM
From: EPS	Read Replies (1) of 42771

Business Week: June 21, 1999 Cover Story: The Info Tech 100/Software The Top of the Software Heap (Figures are for most recent 12 months) COMPANY PROSPECTS MICROSOFT The No. 1 maker of operating systems and PC applications is still the 800-pound gorilla. But watch out for the Justice Dept. hunters. ORACLE Maker of database software is betting that hosting software jobs for companies will encourage them to use Oracle products while paying a service fee to boot. But waylaid in March by earnings shortfall because of execution, rather than strategy problems. COMPUWARE Averaged 30% growth over the past five years. Consensus for fiscal 2000 sees a 33% earnings jump. Provider of testing software and services must avoid being hurt by Y2K-related slowdown in corporate buying. SAP Analysts expect the maker of software for big corporate jobs to post only modest 1999 profit growth. But new products promise big upside in 2000. RATIONAL Wall Street forecasts a 29% earnings gain in fiscal 2000 for the SOFTWARE maker of object-oriented software tools that help companies build programs faster. NINTENDO Kids say Nintendo 64 is ''da bomb''--meaning cool--and new game Pokemon is huge. But the real payoff may be expanding the technology into information appliances. NOVELL Novell has bounced back on the strength of its powerful networking software, which puts a company's entire network under central control. Look for 20% sales growth this year--a far cry from the 21% plunge between 1996 and 1998. BMC Its software for maintaining heavy-duty computer systems is still SOFTWARE a big seller, but BMC must cut its reliance on slow-growth mainframe market. DASSAULT Look for about 20% 1999 profit growth for the French maker of SYSTEMES computer-aided design and manufacturing programs. Acquisitions of Chrysler and Nissan by European carmakers push Dassault into U.S. and Japan. UNIGRAPHIC Analysts expect more profit gains from this design and SOLUTIONS manufacturing software firm. Big growth areas: service offerings and European demand SALES SALES PROFITS (MILLIONS) GROWTH (MILLIONS) MICROSOFT $17,217.0 26.0% $6940.0 ORACLE 8,296.5 24.2 1,165.2 COMPUWARE 1,638.4 43.8 349.9 SAP 5,327.5 46.5 576.2 RATIONAL 411.8 32.6 59.2 SOFTWARE NINTENDO 4,455.0 27.8 697.0 NOVELL 1,117.7 26.4 116.8 BMC 1,303.9 65.4 364.3 SOFTWARE DASSAULT 510.7 51.6 108.6 SYSTEMES UNIGRAPHIC 422.8 27.4 27.5 SOLUTIONS Copyright 1999 The McGraw-Hill Companies, Inc. All rights reserved. Any use is subject to (1) terms and conditions of this service and (2) rules stated under ''Read This First'' in the ''About Business Week'' area. techstocks.com

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