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

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To: Jonathan Freeman who wrote (4139)10/21/1996 5:39:00 PM
From: Salah Mohamed   of 42771
 
Hi Jon...Here are several good articles about Novell.

The exception is the article about Burger King which Novell did not comment on. In addition to the problems Novell is having at the low end, Are we starting to lose grounds at the high end too?.

Go to:
techweb.com
Search for Novell

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1. In Wake of Mixed Results, Novell Reaches Out
VARBUSINESS October 15, 1996
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2. Consistency Puts Novell At Top of the Groupware List
VARBUSINESS October 15, 1996
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3. Novell Edges Lotus In First Report Card
VARBUSINESS October 15, 1996
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8. Novell Vs. Microsoft: Battle At The Client Level
NETWORK COMPUTING October 15, 1996
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11. David Slays Goliath As Artisoft Tops NOS Survey -- Buoyed by strong partnership
VARBUSINESS October 15, 1996
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13. Web-Server Market Battle Heats Up
COMPUTER RESELLER NEWS October 21, 1996

From the article:
Other vendors are not out of the Web-server race, either. Novell captured 11 percent in the September poll, while IBM Corp. and Oracle Corp. earned 4 percent apiece and Artisoft Inc. had 2 percent.

In the network-operating-system category, top-rated Novell gained five points since the August poll to pull in 50 percent of the reseller votes, while runner-up Microsoft lost four points and came in at 39 percent. The battle here has been tight, though. Both vendors have a three-month average of 44 percent.

The groupware category represents another tough battleground where Microsoft is battling for supremacy. Lotus, which bested all competition in August, dropped 12 points while Microsoft gained 10 points and Novell gained nine. Microsoft led the September results with 34 percent, Lotus had 26 percent and Novell had 24.

My comment: These surveys are looking good. Hopefully, we end up with good revenues in Q4 and beyond.
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31. NT Takes Bite Out of NetWare at Burger King
COMMUNICATIONSWEEK October 21, 1996
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Regards

Salah
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