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: UUplink who wrote (30776)	3/21/2000 9:15:00 PM
From: Scott C. Lemon	Read Replies (1) of 42771

Hello UUplink, > Hello Scott, Well I jumped into NOVL today--at 26 1/2 it > just seemed too cheap! Congrats, and I agree completely. I really can not understand why the price has fallen so far with the upcoming announcements. I don't what they will be, but Novell has this "habit" of holding up a lot of their announcements for their Brainshare Conference which starts in Salt Lake City on Sunday. > As an internet stock that actually has earnings maybe > NOVL can even be considered as a "flight to safety" play. ;-) As long as they work to gain end-user visibility ... I still believe this is key to success in the space they are in. Novell is still not looked at as "leading edge" in the Internet ... it's more of a "... my dads company uses Novell." kind of image. I'll watch for higher numbers coming with Brainshare and the end of the quarter ... if the announcements are good, and the numbers are good then I'm hoping to see the 40's again ... > BTW I also discovered that Mirror Image and NOVL are > partners: > > mirror-image.com Yes ... Mirror Image has been very good at leveraging the market and press. Since their core technology is standards based (or at least supports a common standard of ICP) they are able to run around and get press releases out of any vendor who supports the standard. They are very good at knowing how to promote their company ... > Were you aware of this? The link is skimpy on details but > seems positive for both companies. Yes ... from what I remember this announcement occurred quite a while ago ... a year or more? IMHO, this relationship is much more valuable to Mirror Image, since they have Novell as one of numerous caching vendors they are compatible with. IMHO, because of Novell's focus on only promoting the directory, they have really missed some huge opportunities in the caching space ... We'll see how the next several weeks go ... I'm hoping that the current correction will settle down, and that Novell might get rolling and gain some momentum ... Scott C. Lemon

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