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: Salah Mohamed who wrote (19092)	12/14/1997 11:02:00 AM
From: Jack Whitley	Read Replies (1) of 42771

<<Moab is basically a product for the enterprise, let's wear our rosy shades and assume that they will be able to grow their NOS sales by 15% yearly, this amounts to about 100M additional sales yearly>> Salah, Great post, we should all start paying $1 each or something to get your information. I agree with most of what you posted except your forecast of 15% growth for Novell NOS sales. I think the enterprise network market as a whole is going to grow faster than 10-15% per year starting 3rd or 4th quarter of 1998, for reasons I outlined a few thousand posts ago. For this reason, a successful MOAB should be able to do better than 15% year over year growth. I agree, and always have, that the smaller businesses need to be addressed. My thought would be to try to get back in there using BorderManager FastCache, many small businesses need better bandwidth on their websites (or need a website) and FastCache looks like it provides large increases in capacity with minimum additional hardware expenditures. I would blanket the small business community touting this while working on Netware 5.0 Lite. jww

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