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: Joe Antol who wrote (16033)	8/21/1997 11:10:00 PM
From: Jim McCormack	of 42771

The Company is not worth buying..... Computer Associates will buy parts but that won't happen until the collapse occurs..... People need to understand that plans have been made at every large company for dealing with all those 3.X servers. They will not operate after the year 2000. Novell is not ready with the compliant 3.x release. When they release it it will contain no new features. A massive inflection point for 24 million seats..... Novell is not being responsive and with the earnings loyalty to "Big Red" appears down right foolish. MSFT is perfectly positioned..... Many have already planned migrations to NT. The large shops are starting to execute those plans. Massive PC upgrades (Win 3.1 is not compliant either) and movement to NT Desktops and NT servers. A bull market in PCs and servers and NT and MSFT (Unix Servers - Sun) products until the year 2000 is here ... The press will pick it up soon. All the conference calls reflect the boom as a result of 2000 issue. Novell will not be along for the ride.... Any IS Director loyalists will be scambling to move to NT now that the company is two quarters and on life support... No one will bet on Novell for a year 2000 unless it is too late to migrate to NTbefore the date. Netware has dug its own grave. It is no longer a viable strategic platform. The losses destroy confidence. The cash means nothing - Apple has even more and they too are going to have to be a drasatically changed company to survive. Novell refuses to acknowledge that they are in the single nost competitive industry on the planet. WAKE UP! They are screwing up at the worst possible time. The market will make them pay a huge price. NT is gaining more momentum. Redmond sales (and a sympathetic press) will have a field day. This is a black day - Dead cat bounce to suck the ever hopefuls then another negative quarter. If they maintain sales at 90 million - That will be hard enough - they will still turn a big loss next quarter. RUN THE NUMBERS AND DON"T BE FOOLED they will be channel stuffing in no time. REMEMBER this is round two for "Channel"adjustments - this is a pattern. ( The Santa Cruz Operation also had the "Dreaded" channel adjustment after escaping NOVL management) They can't make the numbers by selling through to the customers. What good is selling Ingram micro when it sits in a warehouse until you take it back later? They are not fixing anything just taking charges and pumping inventories. This company has been sick since 92 and they still have no clue on what to do about it! Very Pesimistic - the reality is they have to narrow the focus tremendously and shed non core assets. Start selling off the R&D "Black Holes" and get SMALLER and more FOCUSED! Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next