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

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To: Scott C. Lemon who wrote (16951)9/4/1997 11:21:00 PM
From: Don Earl   of 42771
 
Hi Scott,

I don't know if it's too early to tell since it just started shipping, but what kind of reaction is Border Manager getting. Is it a blow it out the door, selling like hot cakes, everyone wants one, can't keep enough in stock sort of product. Is it a hard sell add on that doesn't add a great deal of revenue to the bottom line. Are customers signing checks, or saying, "Let me think about it."

I've read as many articles on Border Manager as I could find over the last few months and the reviews seem to be good, but good reviews and good sales are two different things.

I agree that Novell as an independent company offers the most potential for return on investment, but only if they can get away from the "struggling software company" "disappointing earnings" reputation they have earned.

As usual, leave out any top secret information and share what you can.

Regards,

Don
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