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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: DJBEINO who wrote (29294)12/12/1999 11:39:00 AM
From: PJ Strifas  Read Replies (1) of 42771
 
Another point we don't focus on - sales outside the US.

I think the revenue and sales Novell receives from outside the US are very important numbers. Why?

The Internet as we know it just just starting to really grow in areas outside the US. We now have VC funds looking in Europe for that next great startup. Subscriptions in Europe, South America, Asia and Australia are BOOMING as more and more people get online.

Let's face it - it's a global thing and in most countries - Novell IS the leader for networking software. The BT deal should be a flag Novell waves in the face of Wall Street as a clear indication that there is life outside of the bounds of the US.

Don't ask me why I woke up today thinking about this - perhaps it was something I read online or seen on TV but....then again, Novell is clearly the leader in language modules for their software. Didn't MSFT license those language modules for their software from Novell??

Here's an idea - iChain in multiple languages!

Peter J Strifas
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