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

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To: E_K_S who wrote (15574)8/11/1997 3:08:00 PM
From: BP Ritchie   of 42771
 
About when new revenue shows up on the books ... I think you are right probably not much of an impact until next fiscal year ... I think we're going to see one more 'bad' quarter ... possibly tempered by some good news, maybe even some new blood for the BOD ... and probably some insight into marketing impovements ... but, not the 'cash in the bank' for a few more months.

Here is a BorderManager Press release, some additional info from Novell ... I noticed in Christine Burns story, seems positive enough but still has some inaccuracies that tend to diminish the value (story seems to indicate that IntraNetware is a pre-req ... almost like saying that Visual Basic is a pre-req for MS-Office because it uses some of the same technology) ... Novell's PR still isn't up to requirements based on this kind of reporting ... I wonder if someone from MSFT review's & edits these stories?

Release: 97-117

Novell's BorderManager Boot Camp Sparks Strong Channel Demand

Channel Prepares to Meet Urgent Customer Need for Simple, Secure Internet
Border Management

PROVO, UT -- August 11, 1997 -- Novell, Inc. announced today that more than
600 of Novell's strategic partners -- double the expected number of
registrants -- will participate in the company's BorderManager Boot Camp, to
be held August 11 - 21 at Novell's Orem, Utah campus. The boot camp offers
two days of intensive training for resellers on Novell's Internet
BorderManager, the industry's first integrated suite of directory-based
network services that centrally manages user access privileges and security
between corporate intranets and the Internet. The product will ship later
this summer.

"Novell's training strategy for BorderManager is a bold move that should
help spur success in rolling out the product,"said Don Lyons, group vice
president, Category Strategy for MicroAge, a global technology services
provider, which distributes Novell products to more than 20,000 resellers
nationwide. "Providing focused training for channel partners and Platinum
Resellers will give them the tools they need to market and sell the product
to customers before the product actually hits the streets."

Attendees will include Certified Novell Engineers (CNEs) from Novell's
Platinum and Corporate Resellers, Distribution Partners, OEMs and Enterprise
Consulting Partners.

"This strong response to BorderManager Boot Camp reflects a critical need
among our channel partners to help their customers manage the space between
private networks and the Internet,"said Michelle Arden, vice president of
Novell's Border Services Group. "BorderManager is the only product that
offers all the integrated network services businesses need for management,
security and performance."

Hands-on Training Will Help Resellers Better Serve Internet Customers

The Boot Camp Sessions will include tutorials on product features and
benefits and hands-on exposure to BorderManager in a networked training
environment. The BorderManager Boot Camp is Novell's first step in a series
of focused channel marketing opportunities designed to maximize its channel
partners sales opportunities while enhancing its Internet skills.

"This is a great example of why Novell is the best channel partner in the
industry," said Bill Towey, president of Powerscourt, a Platinum Partner in
Tacoma, WA. "Early access to the highest quality training will take us
directly to the center of the hottest market opportunity imaginable and help
us meet our customers' urgent needs to incorporate the Internet into their
businesses easily and securely."

"Novell is focused on better serving our customers," said Bill Wall, Novell
manager of channel marketing, development and programs. "We see the
opportunity for BorderManager and the strength of our channel -- the
combination is a clear winner."

After completing the August training sessions, Novell will take
BorderManager Boot Camp on the road to additional partners and resellers.

In addition to BorderManager training, Boot Camp participants will receive
briefings on the following products:

* GroupWise(TM) 5.2, the next release of Novell's leading collaboration
solution with full Internet and Java-based client support;

* Novell's compete family of tools for integrating Microsoft Windows NT into
enterprise networks, and;

* Novell Application Launcher for centralized software distribution and
desktop application management based on Novell Directory Services(TM)
(NDS(TM)).

About BorderManager

Novell BorderManager is the industry's first integrated family of
directory-based network services that centrally manages user access
privileges and security between corporate intranets and the Internet.
BorderManager includes firewall filtering, circuit gateways, proxy caching,
secure remote access and Virtual Private Networking. Through a single point
of administration, an IS professional with BorderManager can tighten
security through enhanced access control, accelerate browser speeds and
provide a secure, encrypted and economical private connection over the
Internet. Novell partners may access information about Novell's
BorderManager at novell.com or by contacting their Novell
field representative.

About Novell

Founded in 1983, Novell (NASDAQ: NOVL) is the world's leading provider of
network software. The company offers a wide range of network solutions for
distributed network, Internet, intranet and small-business markets. Novell
education and technical support programs are the most comprehensive in the
network computing industry. Information about Novell's complete range of
products and services can be accessed on the World Wide Web at
novell.com.

Novell and Novell BorderManager are registered trademarks and GroupWise,
Novell Application Launcher, NDS and Novell Directory Services are
trademarks of Novell. All other companies and products are trademarks or
registered trademarks of their respective companies.

Press Contacts:
Gordon Evans
Novell, Inc.
Phone: (408) 577-6371
Internet: gmevans@novell.com

Kim Nguyen
Cunningham Communication, Inc.
Phone: (650) 858-3776
Internet: knguyen@ccipr.com
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