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 (19134)	12/16/1997 10:47:00 PM
From: Paul Fiondella	Read Replies (1) of 42771

Enterprise growth and Novell product revenues Caught between a rock and a hard place. As you mention if the enterprise growth rate is lower than the small server growth rate and Novell has no real products in the small server end of the market, then, SChmidts rumored look for new products would fit the logic of the situation, as would the profit scenarios you have outlined. What Novell has right now in the low end are two products --- NDS on NT (sells to NT shops that have other Novell servers) (not sure if its for sale yet)and Bordermanager cache (sells to NT web server shops. They also have indirectly NOVONYX (web server)(almost ready for sale). Until the IntranetWare 5.0 JAVA systems come out we will not know what they plan to sell in the low end. ================================== TO give you some idea what Novell is up against. The NY Times said that the Email stations at Internet World were heavily in demand. They also incorrectly attributed the existence of those stations to IBM rather than Novell.

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