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: fb who wrote (34445)	10/25/2000 12:04:24 PM
From: PJ Strifas	Read Replies (2) of 42771

Here are some survey results on the "state of Novell" within the marketplace... check out: techrepublic.com [Percentages are drawn from the number of respondents - unfortunately they didn't post how many people responded to each question] 1) Which of the following Novell products does your organization use? NDS = 35% Netware = 45% Groupwise = 20% 2) Which of the following best describes how you are using NetWare in your organization? - Use NetWare in some departments or locations but are standardizing on Linux or UNIX for our main NOS = 3% - Use NetWare in some departments or locations but are standardizing on WindowsNT/2000 = 11% - Use NetWare for File and Print sharing in conjunction with WindowsNT/2000 = 32% - Don't use NetWare = 2% - Use NetWare as our main NOS and DO NOT PLAN TO CHANGE = 52% Comment: From the results, the respondents are firmly entrenched with Novell - over 50%. A 3rd of them are using NetWare for what it does best - file & print sharing while adding WindowsNT/2000 for applications (probably). A conclusion to draw here is that NetWare is still very much alive and kicking so it's Novell's marketshare to lose. 3) Which of the following best describes how you are going to use Directory Services software in your organization? - We aren't looking at DS software at this time = 13% - Still trying to decide between NDS and AD = 16% - Already decided on a different metadirectory product = 1% - Already using Active Directory = 8% - Already decided on NDS = 62% Comment: The wide margin between NDS and AD is a healthy one but the more important number is the 16% that is still sitting on the fence and the 13% who have not gotten the DS message. When you add those up (29%), it can make a huge "swing" for MSFT if they can convert them into AD users. Again, if Novell were to target these "undecided" organizations - it can only mean more business. 4) Where you aware of Novell's latest round of financial difficulties and layoffs? - YES = 80% - NO = 20% Comment: This is good - bad news is out and people are still optimistic. This should in no way be a comfort to Novell IMO instead it should be viewed a some "breathing space". Novell needs to get back to good financial news quickly. 5) With what you know about Novell's financial results, which of the following best describes how your organization's purchasing decisions will be changed by the news? - Novell is still profitable and we won't change our thinking = 16% - We'll have to seriously reconsider any future Novell purchases in light of their continuing struggles = 12% - We're already concerned about Novell's ability to stay competitive and this adds to our concerns = 33% - While we won't discount it entirely, the news won't have a major effect on our thinking = 39% Comment: From the results, 55% of the respondents are still well within "Novell's loyal base of customers". This is comforting news if that was what you were looking for. In any sense, it is a base of support that Novell can "lean on". Bad news is that 45% of the respondents may be changing purchasing decisions or entirely discounting Novell products in future decisions because of their current financial state. This means Novell is losing future business right here, right now. That should be troubling someone in Provo! I see it as more bad than good since this sampling shows Novell "losing out" on 45% of the respondents outright because of their financial position and not because of any reasons based on technology and/or solutions. Again, based on these results, one can draw many conclusions. It can depend on what one is looking for I suppose :) Regards, Peter J Strifas

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next