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: Leo Sanders who wrote (15948)	8/21/1997 5:34:00 PM
From: Edward F. Horst Jr.	of 42771

At the risk of providing a different analysis, and consistent with my previous post this AM. Schmidt says they have stabilized annual revenues at $1B. No [zero] product was shipped into channels for 2nd qtr, so that issue has been addressed openly. Expenses are now annualized at $800M. Do the math. In addition BorderManager is getting great support and will hopefully be a big success, to add to the above. The new relationships announced in the quarter with Sun, Oracle, IBM coupled with the Novonyx releases this next quarter all are revenue postive. Schmidt is repositioning Novell where they will have defensible leadership positions. Some see the glass half empty [I see it filling over half full] and others here see it cracked. That's what makes a market. One businessmans opinion.

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