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: E_K_S who wrote (850)	5/29/1996 7:23:00 PM
From: Salah Mohamed	of 42771

Novell Conference Call with the Analysts Novell execs already have had their conference call with the analysts. The following is a summary of what they said: 1. Excluding WP, Q1 revenues 380M - Q2 revenues 393M (excluding write-off) 2. Net Margins for coming quarters: 15% to 20%, with the higher end in Q4 3. Expenses increase rate will be less than revenue growth rate 4. With sequential quarterly growth of 3 to 5 %, expected earnings are: Q3 $.18 to $.21 & Q4 $.21 to $.25 5. 1997 earnings will be $1.0 or slightly higher 6. The company is very positive about the future because of the following: -Netware 4.1 is gaining momentum with large organization due to NDS -NDS is being developed for other platforms -Several solutions for small businesses in alliance with IBM, HP, ...etc -Internet and intranet intiatives The accounting for Q2 is very complex and it may require a Ph.D. in accounting to understand it. I could not tell from the analysts questions whether they were positive or negative. Regards

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