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: Paul Fiondella who wrote (30204)	2/8/2000 4:37:00 PM
From: PJ Strifas	Read Replies (1) of 42771

Break-out resistance at $40 could be a "glass ceiling" as you say but I have some questions.... What number on the caching and NDS sales would you consider to be enough to force a break-out to the upside? Do you think 35% and 25% respectively would be more than enough growth in these key areas? Or am I thinking too high? Also, would you be looking for indications that other products are maintaining current revenue numbers (ie, NetWare server sales, ManageWise)? How much value will analysts and the market in general place on these recent annoucements of strategic partnering/alliances with known players in the e-Commerce field? Will they adopt a "wait and see" attitude or pre-build some support into Novell's stock price (perhaps on a graduated scale over time as services become available to users)? I believe that the IBM deal can have some non-$$ value in that IBM Global Services is a leader in providing the expertise, knowledge and experience to companies looking to solve their networking problems. From hardware to software issues, IBM Global is highly regarded by many. With Novell Consulting working closely with IBM Global - can we hope for some of those finer points to "rub off"? :) Some times an alliance or partnership can have rewards that are not easily quantified by a dollar amount. These "intangibles" can produce interesting futures where a company can gather momentum driving future growth and prosperity. Of course, these are merely my opinions but hey...even a broken clock is right 2x a day! Regards, Peter J Strifas

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