Novell (NOVL) dirt cheap, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: E_K_S who wrote (11499)	4/23/1997 5:37:00 PM
From: Salah Mohamed	of 42771

Hi EKS...About Revenues PMFJI >>I dodn't follow this comment. "...Though the sales figure will be much stronger than year-ago's $188 million...". Do they mean for the Intranetware products or sales to their large network enterprise market segment?<< Total revenues for Q2-96 were 188M. This is because of the channel inventory reduction. According to the company, if you discount this reduction and discontinued businesses, revenues would have been about 393M for Q2-96. Instead of 15% growth (as they promised) to about 450M, we are talking about 300M to 335M. >>Is the impact to revenue due to the small business segment shortfall only?<< This is what the company is saying, but I'm not buyimg it. They have had problems with the small biz segment since NT became a viable server. More likely, their problems are across the board in all segments of their biz. With the revenues at the same level as expenses (310M-320M), their operation is not profitable any longer. The slight profit they are talking about comes mostly from the money they make on the 1.0B cash. Regards Salah

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next