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: David A. Lethe who wrote (3600)	9/16/1996 4:58:00 PM
From: Jonathan Freeman	of 42771

David: You said:"sales are down" WRONG! Sales are not down. Revenue may be down but only due to lower pricing on some upgrades (rem. we are about to ship a new release). The fact is - Novell is selling 20% more NetWare in 1996 than it did in 1995. Look at the facts below and please explain how you are growing YOUR business by selling NT. Facts: NetWare (revenue) outsold NT Server by 154%! (source IDC, Q196 sales) NetWare (servers) outsold NT (servers) by 170%! (SOE market, same source) (SOE:Server Operating Environment) NetWare (servers) outsold NT (servers) by 254%! (NOS market, same source) (NOS:network operating systems) All, Different analysts (Gartner, Forester, IDC) have made estimates about the total cost of networking. The server OS is considered to be 3%-17% depending on whether soft costs (HR) are included. Talk to most any reseller and they'll give you the reality; it's the entire package (HW, SW, Services) that they make money on. Please, someone show me a reseller that's made $1 on selling NT software and I'll show you a ..... (David, do you know where I can get a good eight track tape player?) -Jon

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next