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: ToySoldier who wrote (21634)	4/10/1998 5:46:00 PM
From: Spartex	Read Replies (4) of 42771

ToySoldier: Did you read the aritcles about Schmidt a few posts back? What about Schmidt's metadirectory news? Please comment on this paragraph he says here regarding increasing Netware 4. sales .......... Schmidt said that Novell is talking to a number of metadirectory providers after an intense debate within the company. He continues to see NDS as a key component of Novell's future and added that Novell has undergone a period of negative growth as it unwound the non-networking parts of its business. "The goal was to get us to a networking business that is stable and then begin to grow." He said the end of his first year marks "an inflection point." If you "take the viability issue off the table, which is where it is now" and you've done your triage, the real growth rate comes from product cycles and "NetWare 5 will increase the demand for NetWare 4." No, says Schmidt, I'm not smoking anything, "once customers see a new roadmap, they are more comfortable in extending the franchise and slowly and carefully moving forward. The software industry is a software futures market." Regards, QuadK

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