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

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To: Joe Antol who wrote (5470)12/2/1996 8:33:00 PM
From: Joe Antol   of 42771
 
More on Novell. The reason I post this is for those who don't see that
EVERY freakin' article I've ever seen, has a "qualifier". Watch!

======================================================================
December 2, 1996 5:50 PM ET

Novell debuts tool kit to
switch clients, servers to
IntranetWare
By Maria Seminerio


Novell Inc. today rolled out four migration tools for
IntranetWare as part of its strategy for targeting
Microsoft Corp.'s NT Server, LAN Manager and LAN
Server customer base.

The products make up a portion of the company's
BrainShare '96 Consulting Toolkit, which was first
released to developers earlier this year, said Cort
Ouderkirk, software consulting manager at Novell, in
Provo, Utah.

The tool kit includes Lmigrate, a utility for migrating
domain objects, file system data and access rights
from the Microsoft products to IntranetWare;
DOS/Windows and OS/2 Client Migration Tools for
swapping the older client software for current versions
of the IntranetWare client for DOS/Windows and OS/2;
and the Samba.nlm product for switching client
workstations to Novell services, Ouderkirk said.

IntranetWare is a crucial part of Novell's strategy for
improving its bottom line, according to Chuck Phillips,
an analyst at Morgan Stanley & Co., in New York.

In the fourth quarter just ended, Novell reported revenue
growth of $384 million, $17 million above the Morgan
Stanley forecast, Phillips said. IntranetWare and
NetWare 4.0 revenues grew 43 percent to $181 million
during the quarter.

***************** LOOK OUT, HERE IT COMES !!!!! ********************

"Anecdotal, but not yet conclusive, evidence suggests
the initial sell-through of IntranetWare in the channel
was encouraging" during the quarter, he said.

The migration tools are available now for download at
the Novell Web site at www.novell.com/.

======================================================================

Here you are again. The Morgan Stanley analyts says "anecdotal but not yet conclusive evidence suggests ..... was encouraging during the Q...

There is ALWAYS a but, or if this, or if that, or weeellll maybe,
etc... There is NEVER anything said without qualifiers.

Aren't you tired of that Novell folk? Doesn't that just piss you off?

Oh well, like I said to Leo (you know, the fella doing his thesis), when he asked what the culture was at Novell.

I believe I answered: "Masochism".

Joe...
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