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

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To: Joe Antol who wrote (10442)3/30/1997 6:08:00 PM
From: Salah Mohamed   of 42771
 
Hi Joe...Novell Articles

>>On second thought. Salah does a better job of collecting these links and summaries than I do<<

No, I don't. You are just lazy <smile>. Here are this week articles from CMP:

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March 31, 1997, Issue: 729
Brainshare:New Novell on display -- Channel, ofIcials
hope show marks corporate renaissance
Computer Reseller News
techweb.com
-----------------------
April 01, 1997, Issue: 804
Peaceful Coexistence -- Despite the strained relationship
between Novell and Microsoft, it's possible to bridge the
gap between Windows NT Server and NetWare.
Windows Magazine
techweb.com
-----------------------
March 31, 1997, Issue: 624
Novell Adds Muscle To IntranetWare -- Vendor to
expand Java support, step up effort to sell network
services separately
Information Week
techweb.com
-----------------------
April 01, 1997, Issue: 804
Novell's Marengi: On the Record
Windows Magazine
techweb.com
-----------------------
March 31, 1997, Issue: 729
Novell launches training program for VAR sales staff
Computer Reseller News
techweb.com
-----------------------
April 01, 1997, Issue: 804
Novell Owns Up to NT
Windows Magazine
techweb.com
-----------------------
March 31, 1997, Issue: 656
BrainShare's Flurry of Announcements -- Wolf Mountain
among highlights of new developments at Novell's
conference
Communications Week
techweb.com
-----------------------
March 31, 1997, Issue: 656
Novell Remakes Its Image -- Strives to show customers
that NetWare's not outdated
Communications Week
techweb.com
-----------------------
March 26, 1997
Java Creator Backs Novell Links
TechWire
techweb.com
-----------------------
March 31, 1997, Issue: 729
Multiple Packages From Same Vendors -- Mail market
muddied by too many products
Computer Reseller News

From the article:
Novell Inc.'s GroupWise is not immune, either. When Novell, Orem,
Utah, and Netscape Communications Corp., Mountain View, Calif.,
disclosed plans to launch a joint venture to move SuiteSpot to
IntranetWare, analysts wondered what fate awaited GroupWise, which
competes with SuiteSpot in some areas.

Products resulting from the joint venture-to be called Novonyx-will move through Novell's channel. But they will not be on Novell's price list, and "that's a big difference," said Stewart Nelson, Novell's vice president of applications.

Nelson told CRN that Novonyx could be an outlet for tried-and-true
GroupWise technologies, such as calendaring, scheduling and discussion
threading, as well as upcoming technologies like the Jefferson Project, which will ease movement of legacy information onto the Web.

techweb.com
-----------------------
April 01, 1997, Issue: 804
Beware the Vendor Agenda -- If you've heard any of
these myths, don't believe 'em.
Windows Magazine

From the article:
Myth 6: Novell is dog meat. Reports of Novell's death have also been
greatly exaggerated. When people see Windows NT Server with
three-digit projected growth every year for the foreseeable future, they assume NetWare will lose and die. In fact, there's a huge demand for NetWare as a bona fide network operating system that securely links entire enterprises with its global directory and administration features. Novell expects 8 million servers to be running NetWare by the year 2000, twice the current number. NT also has a role as a server operating system, dishing out applications and acting as the server for large departments. The two will live side by side and serve different purposes.

techweb.com
-----------------------
April 01, 1997, Issue: 804
NT's Poor Balancing Act
Windows Magazine
techweb.com
-----------------------
March 31, 1997, Issue: 729
These Executives Are On The Hot Seat
Computer Reseller News

From the article:
Eric Schmidt, Novell's new chairman and chief executive, is now a
member of an illustrious club:executives on the hot seat. He joins a
growing list of corporate managers who find themselves at the helm of
companies that are in trouble, on the verge of turnarounds or facing
extinction.

Eric Schmidt:A newcomer to the turnaround game, Schmidt left the cozy
confines of Sun Microsystems to take the reins at Novell, a fairly risky proposition considering the myriad of jobs he could have taken. His arrival at Novell hardly budged the stock, but served as a shot of
adrenaline through the entire NetWare channel. We'll see if Schmidt is as good a manager as he is a technical visionary.

techweb.com
-----------------------
April 01, 1997, Issue: 804
Heard in the Back Office -- The latest scuttlebutt in the
NT industry
Windows Magazine

From the article:
Spicy situation: Novell has stopped using "Tabasco" as the
code name for a forthcoming NDS/NT Domain integration tool.
It seems Tabasco Brand Pepper Sauce maker McIlhenny Co.
threatened a dash of legal action.

techweb.com
-----------------------
April 01, 1997, Issue: 804
NT Tidbits
Windows Magazine

From the article:
Microsoft is crowing about a study that declared Exchange Server "easier to use" than Lotus Domino and Netscape Mail Server. But be sure to read the fine print: Microsoft sponsored the study, and it completely overlooked Novell GroupWise.

techweb.com
-----------------------
March 31, 1997, Issue: 656
Dropping In On Dr. Gig for a Byte
Communications week

From the article:
One of the crocs leaped and I kicked it in the jaw. Dr. Gig was telling me that Novell's appointment of a new CEO has not quelled speculation that it might be sold. The most recently rumored suitors are Oracle and Netscape, or a partnership of both.

techweb.com
-----------------------

Regards

Salah
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